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