Welcome to our latest Assessment of Value report – in which we objectively appraise six of our funds and assess the value they provide.
For us, value doesn’t just mean cost. Value is a combination of investment performance, product goals and design, transparency, charges and quality of service.
Here, we highlight the funds we feel our analysis shows offer good value. We also highlight those funds we believe need improving, outlining how we aim to address any issues identified with them.
Document ID: 643809