Assessment of Value Report: July 2020

In this report we objectively appraise six of our funds and 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 and those we believe need improving, outlining how we aim to address the issues identified.

Document ID: 208237