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What is the Assessment of Value?
Our 3rd annual Assessment of Value for our UK fund ranges is now available.
The Assessment of Value is an initiative introduced by our regulator, the Financial Conduct Authority (FCA), following the conclusion of their Asset Management Market Study in 2017.
We, like other fund managers, are required by the Financial Conduct Authority (FCA) to complete an Assessment of Value report annually for each of our UK-domiciled fund ranges that we manage.
This includes a requirement for firms to carry out and publish an annual ‘Assessment of Value’ for each fund and class for their fund ranges.
What have we published for our Assessment of Value findings?
If you are unsure which class you are invested in:
- Please check your latest bi-annual statement
- Contact us in the way you would normally get in touch
- Or consult with your financial adviser.
How is Jupiter approaching the Assessment of Value?