Sector · Funds · Investment news

Investment fund costs swing widely, Fitz data shows

Fees and costs. Image via Mike Lawrance on Flickr CC-BY-2.0.

Investment fund costs for both retail investors and institutions have become more volatile in 2022, according to data analysed by London-based Fitz Partners.

About one third - or 35 percent - of funds whose fees were changed last year have witnessed an increase in their charges to investors, with institutional equity funds leading the charge, according to data on around 40,000 fund share classes analysed by Fitz.

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