The FSA Spy market buzz – 22 November 2024
Dimensional excludes the Middle Kingdom; JP Morgan’s optimistic outlook; Household wealth is rocketing; Schroders is thinking about privates; Ninety One’s pithy AI; German woes and much more.
HEAD-TO-HEAD: Aberdeen Standard versus Schroders
FSA compares two Asia-Pacific (ex-Japan) equity funds: the Aberdeen Standard Sicav I – Asia-Pacific Equity Fund and the Schroder ISF Asian Total Return Fund.
Fees
The ASI fund has ongoing charges (OCF) of 2%, while the Schroders fund’s OCF is 1.85%, according to Daniels.
Both funds are more expensive than its peers. The peer median for Asia-Pacific (ex-Japan) equity funds is 1.70%, Daniels said.
“The Schroders fund has a slight advantage here, although compared to the whole Asia-Pacific ex-Japan funds sector, the fund’s fees are above average.
“However, we believe that the Schroders fund will be able to overcome this fee hurdle given our high conviction of its process and team,” he said.
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