Value Assessment Statement 2026

The St. James's Place Value Assessment Statement is a regulatory document that is produced each year reviewing the fund performance, charges, advice, and overall service to clients.

In this report, you can see details of how SJP deliver value, the actions that have been taken over the past 12 months, and where more can be done. This is part of the commitment to giving you clear and fair information about your investments with SJP.

Click here to view the June 2026 Value Assessment Statement.

Statements from previous years can also be seen on the link above.