The Investment Association (IA) has proposed a new method of presenting portfolio turnover rates, and called for transaction fees to be separated from fixed costs, as part of a push for more comprehensive fund fee disclosure.
It seems we have now seen the back of clean and super clean share classes, which is a relief as it was very tedious...
There are many traps that investors can unwittingly fall into. Investor website rplan outlines some of the most common mistakes:
The founder of a campaign for more transparent fund charges has called Investment Management Association (IMA) figures showing average fees to be about 0.3% as "misleading claptrap".
The average UK growth & income trust has outperformed its open-ended counterpart by 6% per annum over the last ten years. Kieran Drake, research analyst at Winterflood Securities, explains why.
Daniel Kiernan, director of Intelligent Partnership, explains the case for including some directly held tangible assets in your clients' portfolios.
Most financial advisers do not understand all of the charges levied by fund providers, Alan Miller, founder of SCM Private said.
F&C Investments' Mike Woodward explains how investment trusts have the edge over open-ended funds and ETFs in the low-cost battle.