Fund Fees: Who, What, and How Investors Pay
Understand Fund Fees in the EU & UK: What Every Investor Needs to Know
Fund fees can have a significant impact on investment returns. Our comprehensive overview breaks down the different types of fees you might encounter—one-off entry and exit charges, ongoing costs, transaction fees, and performance-based charges. Learn how these fees are calculated, disclosed, and paid, and discover why transparency and comparability are more important than ever.
With evolving regulations like UCITS, MiFID II, and PRIIPs, and diverging rules between the EU and UK post-Brexit, understanding fund fees has become increasingly complex. Our policy research report explains the shift from KIIDs to KIDs, highlights the importance of the Ongoing Charges Figure, and explores the growing regulatory focus on value-for-money assessments to protect your interests.
Stay informed and make better investment decisions with clear, up-to-date insights on fund fees and disclosure requirements. Download our policy research report.
