Statistik › Aktivt, passivt och flöden › Disclosed costs
More than 92 per cent of European structured product documents disclose only an entry cost, and about one in ten projects a loss in its own moderate scenario
| Slutsats | Siffra | Urval |
|---|---|---|
| Structured retail product documents analysed | 12,233, about 31bn euro of sales, 56 per cent of 2021 sales | documents issued in 2021 |
| Documents with cost information disclosing entry costs only | over 92% | the same sample, restricted to documents with cost information |
| Documents also disclosing recurring costs | about 4% | same |
| Products projecting a negative return in their own moderate scenario | omkring 10% | same |
| Documents showing a single cost component above their stated total | no count published | same |
| Collective investment ongoing charges, equity | 1.5% a year | 2017 to 2021, no fund count stated |
| Collective investment ongoing charges, bond | 1.0% a year | same |
| Collective investment ongoing charges, mixed | 1.5% a year | same |
| Total costs including subscription and redemption, equity | 1.7% | same |
| Total costs including subscription and redemption, bond | 1.2% | same |
| Total costs including subscription and redemption, mixed | 1.7% | same |
European Securities and Markets Authority market report of 17 January 2023. No significance statistic accompanies any of these averages, and no fund or share class count is published for the cost averages.
A regulator read 12,233 actual key information documents issued in 2021, covering about 31 billion euro of sales. Four per cent disclosed recurring costs. Some documents showed a single cost component larger than their own stated total.
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