The FSA Spy market buzz – 13 December 2024
M&G’s positive outlook; Wisdom from Schroders’s podcast; Alliance Bernstein on the power of curiosity; Janus Henderson on responsible AI; China’s retirement revolution; Apple and much more.
HEAD-TO-HEAD: First State vs Schroders
FSA compares two Asia-Pacific dividend-focused funds: the First State Asian Equity Plus Fund and the Schroder ISF Asian Equity Yield Fund.
The latest ongoing charges (OCF) of the First State product (Class I distributing) are 1.59%, as of November 2016.
The fees are 14 basis points cheaper than the Morningstar Asia-Pacific ex-Japan equity category median (1.73%), giving the fund an additional competitive edge, Share noted.
The Schroders fund (Class A Acc) has a higher-than-average OCF at 1.94% as of February this year, despite having sizable assets under management totalling $1.75bn at the end of November.
To compare, the First State fund has $2.64bn in AUM.
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