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Trio of Aviva Investors funds fail to deliver value to investors as performance suffers

Three funds among Aviva Investors’ arsenal of 17 strategies failed to deliver value to investors in 2023.

United kingdomJames vokinsUnited kingdom smaller companiesAviva investors corporate bondAviva investorsCorporate bondAviva investors corporate bondAssessment of valueAssessment of value reportStrategic review

St James s Place overhauls fee structure after regulatory pressure

St. James's Place has responded to pressure by regulators by overhauling its charging structure.

Andrew croftConsumer dutySt james 39s placeAndrew croftMark fitzpatrickConsumer dutyFee structureEarly withdrawal chargeHarging structure overhaulAssessment of value

interactive investor moves to restrict poor value investments on its platform

interactive investor has joined Fidelity in restricting investments into funds that have been assessed as not representing value for money.

Jemma jacksonConsumer dutyMomentum multi asset valueInteractive investorConsumer dutyAssessment of valueMigo opportunitiesAbrdn private equity opportunities

Deep Dive: Consumer Duty is forcing DFMs and asset managers to justify value and costs

The Consumer Duty has meant all players in the distribution supply chain have had to review and adapt most of their processes to become compliant.

United kingdomAfzal amijeeJessica franksJames pennyBroadridge fund communication solutionsOctopus investmentsConsumer dutyOctopus investmentsJames pennyTam asset managementAfzal amijeeBroadridge fund communications solutionsConsumer dutyDeep diveAssessment of value

BlackRock tiered fund pricing structure divides opinion

BlackRock’s introduction of tiered pricing for 41 of its UK retail funds has received mixed reactions from analysts, due to it complicated structure.

United kingdomUnited kingdom generalRory maguireFundhouse maguireBryan hughesJason hollandsFinancial conduct authorityInvestment weekConsumer dutyFinancial conduct authorityBryan hughesAj bellJason hollandsRory maguireTiered pricingAssessment of value

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