Posted inHead To Head

HEAD-TO-HEAD: Fidelity vs First State

FSA compares the Fidelity India Focus Fund with the First State Indian Subcontinent Fund.
by Fund Selector Asia
Fees

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Ongoing charges for both funds are on par with the median for the industry which is 1.96%,according to Morningstar. The Fidelity fund charges 1.97% and First State 1.94%.

“They are not considered expensive,” said Laidlaw. In addition to the Ireland-domiciled fund, First State offers a Singapore-domiciled unit trust, which carries a lower charge of 1.83%.

“You can debate the merits of the 2% fee for a single-country fund, with the ongoing active-vs-passive argument,” said Laidlaw, “but both managers have delivered excess returns for their investors over time.”

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