Bloom and MacFarlane think the charges are fair and reasonable, but Parvaneh thinks they are expensive for a tracker fund. Dilke-Wing also thinks the charges are pretty steep for an index fund.
The panel agree that commission is fair and reasonable, but Parvaneh points out that this is reflected in the high initial charge.
The panel is impressed with the literature on the whole. Dilke-Wing says: “It is very good. Very comprehensive and direct, not patronising, over simplistic or burdened with marketing speak.” MacFarlane found it concise, easy to read and easy to understand. Bloom thinks it is good but Parvaneh complains that it is not interesting enough.”
Summing up, Bloom says: “Over the last few years, there has been indiscriminate buying of technology stocks and recently, indiscriminate selling. Indexation in any form is indiscriminate, which is why we don't like it. We feel the way forward is for even more research and analysis of technology companies on a global scale.”