Evelyn Partners MPS team reduces OCFs in fund rebalance

News Team, 13/07/2022

Evelyn Partners’ core managed portfolio service (MPS) team has reduced its ongoing charges figures (OCFs) in its latest portfolio re-balance.

The wealth manager’s MPS team has reduced exposure to global equity funds in preference for country or sector specific funds.

The re-balance has seen Evelyn Partners exit the Fundsmith equity, Brown Advisory global leaders, and Fidelity emerging markets funds.

By exiting its globa...

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