IA Webinar: UK-domiciled fund fees (2013-2024): Trends & Insights a Decade Post-RDR

• Join us on 10 February for an insightful, data-driven webinar as we delve into the IA–Fitz Fees Report: UK-domiciled Fund Fees (2013–2024). This session will shed light on the evolution of UK fund charges since the Retail Distribution Review (RDR) was introduced in 2013, a reform that significantly impacted the pricing and distribution of investment products. The report's findings are based on data from the Fitz Partners database, specialists in fund fees and charges who provide benchmarking services to the UK and European asset management industry.

During the webinar, we will present the key findings of the report, including:

• The changes in fees over time and how they vary across different asset classes.
• A comparison of fees for active, index-tracking, and sustainable funds in the current market.

Don't miss this opportunity to enhance your understanding of UK fund fees and gain valuable insights from industry experts.

 Key takeaways for attendees:

• Understanding the evolution of UK fund fees since the RDR.
• Gaining a clear view of how charges on UK-domiciled funds have changed from 2013 to 2024.
• Analysing how fees differ across asset classes, including equities, bonds, and mixed-asset funds, and how these differences have shifted over time.
• Comparing the pricing of active, index-tracking, and sustainable funds, showcasing how their fees compare and how these segments have developed. 

Speakers

• Miranda Seath, Director, Market Insights & Fund Sectors, The Investment Association
• Hugues Gilbert, CEO Fitz Partners
• Will Fellows, Senior Analyst, Fitz Partners
• Sarah Shehabi, Market Insights Manager, The Investment Association