The Financial Conduct Authority (FCA) has asked all UK Fund Managers to complete an annual review of each of the funds they manage to assess the overall value delivered to customers.
Our Assessment of Value Report can be viewed in the link below and our overall conclusion is that we provide value to customers invested in our funds.
However, it’s important to us that we continually challenge ourselves to identify areas where we could improve value for customers. That’s why we’re taking action and introducing the changes below.
These are some of the changes we have made to our funds:
Please call us on 0345 300 2244 if you have any questions about the report. We’re open between 8am and 6pm from Monday to Friday, and 9am and 12:30pm on Saturday. We may record and monitor calls to help us improve our service.