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Have funds passed the value for money test?

One thing catching our attention was the arrival of fund “value for money” assessments under new FCA rules. From the end of January 2020, asset managers have had to assess the value offered by each of their funds and publish the findings.

We argued the reports were another tool for retail investors looking to kick the tyres on their fund holdings – while also putting pressure on high fees and underperformance. A year on, have they passed the test?

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