ESMA report stresses impact of costs on retail investor benefits

Steven Maijoor, Chair, said:

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Tuesday, April 7, 2020

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Steven Maijoor, Chair, said:
In this second annual report we continue to see the high impact of costs on the final returns that retail investors receive on their UCITS investments.
The costs paid by retail investors are significantly higher than those paid by institutional investors, leading to lower net returns for this category of investors.
Todays report highlights the continued need for retail investors to be provided with clear information about the impact of costs on the returns they can expect to receive, allowing them to make informed investment decisions.
For retail alternative investment funds (AIFs), the current report provides information on gross performance, while data on costs continued to be unavailable.