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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. ....

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Jupiter rolls out tiered pricing system across fleet of funds

Jupiter Asset Management has embarked on its renewed pricing structure across several portfolios, following months of internal reviews. ....

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Invesco flags two former Woodford funds over underperformance concerns

Invesco has identified two UK equity income funds with a combined £3.6bn in assets that failed to meet performance expectations in its latest assessment of value report. The Invesco UK Equity Income and Invesco UK Equity High Income funds were flagged due to underperformance of their benchmarks, leading to the board placing both strategies "under close review". Other 16 funds were marked as "red" due to inconsistent value to investors. Invesco said it had taken action to remediate performance challenges on all of these funds. However, 36 out of 54 funds met all of their primary objectives according to the report.
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Baillie Gifford UK equity strategies suffer low ratings in AoV

Four UK funds and two bond strategies have either been rated red or amber in Baillie Gifford’s value assessment report this year.
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Investors receive 50% discount following move out of legacy retail classes

Investors receive 50% discount following move out of legacy retail classes
Assessment of value reports
Stephen Little
Investors receive an average discount of 50% after they have been moved out of their legacy retail share class, research shows.
Following the first round of funds assessment of value (AoV) reports a number of asset managers moved investors out of their legacy retail share classes. Over last year, Fitz Partners tracked this.
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