Accounting Firms
Evelyn Partners Core MPS reduces ongoing costs by 27%
The team has added to existing positions in funds including Baillie Gifford Japanese Fund, Stewart Investors Asia Pacific Sustainability Leaders and iShares Core FTSE 100
In its latest re-balance of portfolios, the Evelyn Partners Core Managed Portfolio Service (MPS) team has reduced exposure to global equity funds in preference for country or sector- specific funds. It comes as recent changes have reduced OCFs by 16 basis points on average across the range, equivalent to a 27% cost reduction.
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