More than half of SJP funds fail to deliver 'good value'

James Baxter-Derrington
clock • 4 min read

St James's Place's inaugural Assessment of Value (AoV) report has revealed only 44% of the funds offered by the firm offer investors "good value", with 12% on its "watchlist". The firm divided its 39 funds into three broad categories, with a green rating awarded to those delivering "good value", an amber rating for those "broadly delivering value" but have "specific areas" which require "closer ongoing monitoring", and a red rating for those on its "watchlist" for the worst performers. Fixed income, equity and multi asset funds all feature on the "watchlist", along with both income an...

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