How Fund Value Reports are Helping Investors

The first batch UK fund “assessment of value” statements may be uninspiring, but they are unlocking new value for investors, says Morningstar's head of policy Andy Pettit

Andy Pettit 7 April, 2020 | 10:27AM

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Many individuals will be familiar with the annual self-appraisal process at work. Many people see them an opportunity for some constructive self-promotion by succinctly reminding their boss what they have achieved, where they fell short and why, and what to focus on going forward. It makes for an interesting and actionable review discussion.

Others, though, might see the exercise as much more of a chore, completing the appraisal as a checklist, with minimalist answers devoid of context or colour.

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About Author

Andy Pettit  Director, Policy Research (EMEA), Morningstar

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