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The FCA's Asset Management Market Study
The Financial Conduct Authority has published new rules and guidance which aim to improve the quality of information available to consumers about the funds in which they invest. The new rules come into force on 7 August 2019 for UK-registered funds which require fund groups to:
- Describe fund objectives and investment policies in more consumer-friendly language
- Explain to investors why or how funds use particular benchmarks or, if they do not use one, how performance should be assessed
- Reference benchmarks, when used, consistently across the fund’s documents
- Quote past performance, when shown, against each benchmark used as a constraint on portfolio construction or as a performance target
- Calculate a performance fee, when quoted in the prospectus, based on the fund’s performance after the deduction of all other fees.
If any significant changes to a fund are required in order to meet the new rules and guidelines, fund groups will need to give investors 60 days’ notice. At this stage it is not known exactly how many funds will be affected. You will get information sent via post if any funds you hold are significantly impacted and can find updates on the Fund updates part of the site.
Further details on the new rules and guidance can be found on the FCA’s website.
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Please remember that past performance is not necessarily a guide to future performance, the performance of investments is not guaranteed, and the value of your investments can go down as well as up, so you may get back less than you invest. When investments have particular tax features, these will depend on your personal circumstances and tax rules may change in the future. This website does not contain any personal recommendations for a particular course of action, service or product. You should regularly review your investment objectives and choices and, if you are unsure whether an investment is suitable for you, you should contact an authorised financial adviser. Before opening an account, please read the ‘Doing Business with Fidelity’ document which incorporates our client terms. Prior to investing into a fund, please read the relevant key information document which contains important information about the fund.
This website is issued by Financial Administration Services Limited, which is authorised and regulated by the Financial Conduct Authority (FCA) (FCA Register number 122169) and registered in England and Wales under company number 1629709 whose registered address is Beech Gate, Millfield Lane, Lower Kingswood, Tadworth, Surrey, KT20 6RP.
