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Assessment of value

  • Aviva Investors warns three funds failing on performance

    Investing

    Aviva Investors has flagged three of its funds as failing to deliver value for customers on performance, though it said no changes will be made to the funds. Aviva, which manages 15 investment funds, revealed in its latest Assessment of Value report that three funds are struggling to beat their benchmark. Asset managers are required [...]

    Aviva's deal to buy Direct Line was agreed in March
  • St James’s Place: Most of our funds are failing to deliver value on performance

    Investing

    In total, 30 of the 39 funds run by St James’s Place were deemed to be lagging in their performance according to the company’s latest Assessment of Value report. Asset managers are required to publish an Assessment of Value report annually by the Financial Conduct Authority, where they must assess their funds on seven different principles with [...]

    St James's Place gave the former Impax mandate to Schroders.
  • More than half of Invesco funds performance flagged as an ‘area of concern’

    Asset management

    Asset managers are required to publish an Assessment of Value report annually by the Financial Conduct Authority.

    Only 14 out of 51 Invesco funds outperformed their benchmark 50 per cent or more of the time.

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