Equities
Standard Life to raise fees on fund range
Joe McGrath, 07 July 2011
Standard Life Investments is to hike its annual management charge on 7 funds in its portfolio to retail investors on 1 November 2011.
The company said it had taken the decision in order to ‘remain competitive’ within the market and noted that it would be writing to investors in the relevant funds on 11 July 2011 to notify them of the change.
The funds affected are:
- Standard Life Investments Global Index Linked Bond
- Standard Life Investments UK Gilt
- Standard Life Investments Corporate Bond
- Standard Life Investments Select Income
- Standard Life Investments Higher Income
- Standard Life Investments UK Smaller Companies
- Standard Life Investments Global Equity Unconstrained
The above funds will see their annual management charge rise from the existing 0.95 per cent to 1 per cent from November.
Institutional investors will also be affected by the changes, as the company will be pushing up the charges on the institutional classes of the UK Smaller Companies and Global Equity Unconstrained funds from 0.75 per cent to 0.80 per cent.
Standard Life Investments said it would be releasing an official statement on the changes later today.
In a letter to financial advisers, Jacqueline Kerr, head of UK Wholesale at Standard Life said the changes were the result of a market audit.
She explained, ‘At Standard Life Investments we conduct regular reviews of our products to ensure our fund charges remain competitive within the market.’
Advertisement
Free Magazine: How To Invest For Income
Free Magazine: How To Invest For Income In this free edition of MarketViews, Peter Temple highlights key features that can make income-based investing generate such good results. Get your free copy here
Free Guide: 8 Common Trading Indicators
Get this free guide to find out how to use technical indicators to give you a sense of what the market will do next. Get your free copy here.
No hassle and no admin fees. Open an account now with The Share Centre. Find out more.
A free guide to Gold Investment
Physical Gold protects against global economic downturn by providing crucial portfolio balance. You can buy gold bars for your UK pension and receive up to 40% price discount via tax relief. Buy tax-free gold coins as an alternative to poor interest rates. Find out more and download this free guide to gold investment.
The TaxGuide.co.uk has a wealth of tips and advice from working out your tax bill, through to the latest personal tax rules. Get your personal tax tips today.
FREE Report: Inside Investment Trusts
Written by the team behind What Investment, this exclusive FREE report covers:
- Why Investment Trusts are better than Unit Trusts
- How new legislation is broadening the appeal of Investment Trusts
- Where to look for buying opportunities
- Why now is the time to buy Investment Trusts
- The Investment Trusts to invest in at the moment


Comments
Please register or login to comment on this article.