FE extends historical performance data for clean share classes

clock

FE will generate historical performance data for clean share classes by joining them onto the pre-Retail Distribution Review (RDR) history for each fund's primary share class.

Advisers have raised concerns over the difficulty in mapping a performance history for clean share classes, due to their relatively recent introduction to the market. The clean share class performance histories are available on FE Analytics and will reflect the experience of investors prior to RDR in keeping with the Investment Management Association's (IMA) recommendations for extending track records. FE managing director Michael Holland said: "The IMA left to the discretion of investment management groups whether to attach performance histories to their clean share classes, and if s...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Investment

Advisers notice growing client demand for bespoke investments

Advisers notice growing client demand for bespoke investments

Want access to ETFs, investment trusts, equities, bonds and AIM shares

Isabel Baxter
clock 17 April 2025 • 2 min read
FCA outlines final CCI ruling timeline as it brings out second consultation

FCA outlines final CCI ruling timeline as it brings out second consultation

'Detailed engagement' to continue

Eve Maddock-Jones
clock 16 April 2025 • 3 min read
Talking with… Rathbones Asset Management's James Thomson

Talking with… Rathbones Asset Management's James Thomson

The series continues as Richard Romer-Lee chats to James Thomson

Richard Romer-Lee
clock 14 April 2025 • 4 min read