IDEAL ADVICE
Figure 8
Strongly disagree Disagree Neutral Agree Strongly agree
Please rate your level of agreement regarding the following statements
Strongly disagree Disagree Neutral Agree Strongly agree
11%
23%
29%
24%
13%
I am fully aware of the total amount of fees that the fund is charging
11%
23%
29%
24%
13%
I am fully aware of the type of fees that the fund managers are charging
8%
23%
27%
28%
14%
8%
23%
27%
28%
14%
5% I am fully aware of who receives those fees (distributors/advisors, management companies, custodians...)
5%
18%
23%
32%
22%
18%
23%
32%
22%
0%
20%
40%
60%
80%
100%
0%
20%
40%
60%
80%
100%
Source: PwC/UCL Investor survey 2009
Figure 9
29%
29%
44%
44%
17% 7% 3%
17% 7% 3%
High level of transparency
Rank the following
28%
28%
49%
49%
19% 3% 1%
19% 3% 1%
Low fees
22 features of investment in terms of importance in your investment decision
27%
27%
49%
49%
18% 5% 1%
18% 5% 1%
Limited risk
Very important Important Neutral
Very important Important Neutral
High expected return on investment
22%
22%
56%
56%
19% 3%
19% 3%
High degree of social responsibility
18%
18%
35%
35%
28%
28%
12% 7%
12% 7%
Not Important Not important at all
Not Important Not important at all
Exert voting rights
8%
13
8%
13%
31%
31%
29%
29%
19%
19%
0%
0%
20%
20%
40%
40%
60%
60%
80%
80%
100%
100%
Source: PwC/UCL Investor survey 2009
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