Funds under management - how much?
Funds under management - how much?
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Discussion

Simpo Two

Original Poster:

92,948 posts

295 months

Thursday 9th May 2013
quotequote all
My IFA recommended a particular fund (part of the same group) and when I asked how much money was under management in it he said it was irrelevant because it used external funds. He may well be right but I'm curious that he dodged the question. Can I find out somewhere?

CaptainSensib1e

1,528 posts

251 months

Thursday 9th May 2013
quotequote all
If you google the fund name if should provide a link to the fund's fact sheet, which contains that info. He probably just dodged the question as in fairness its fairly irrelevant (I would want to know about charges) and/or he couldn't be bothered to look.

ellroy

7,846 posts

255 months

Thursday 9th May 2013
quotequote all
Which group as a matter of interest?

To be an IFA in the post RDR regime total impartiality is needed and funds managed in the same group sounds a interesting in that context.

Simpo Two

Original Poster:

92,948 posts

295 months

Thursday 9th May 2013
quotequote all
Would prefer not to name in public but if anyone has access to data I'm happy to PM them.

matrignano

4,701 posts

240 months

Thursday 9th May 2013
quotequote all
send me the fund name/ISIN and I can check on bloomberg