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...
Start a free trial now for access to breaking news and cutting edge analysis of the wealth management industry.
You are currently not logged in,
login to view the full article
start by clicking this button.
Need a subscription,
fill out the form here or
contact subs@thewealthnet.com
PAM Insight is the world’s leading independent provider of essential specialist news, analysis and comparative data for the fast-evolving world of wealth management.
Read more about PAM
