FOR SUSTAINABLE, PROFITABLE, CLIENT-FOCUSED ADVISER FIRMS
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Q1 trading update
In response to investor demand
Make up 25% of portfolios
44% outperformed up from 28%
Fees as low as 0.04%
286 passive funds rated
In global rebrand
CEO Mark Weeks to remain
Total costs range from 0.32% to 0.55%
Half of investment company purchases in Q4
15 May 2018
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1 min read
