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: Alliance Bernstein vs JP Morgan
FSA compares the AB Japan Strategic Value Portfolio and the JP Morgan Japan (Yen) Fund.
Fees
The median for the category (active funds available for sale in Hong Kong) is 1.77%, according to FE.
The AB fund is priced at 2.43% of ongoing charges, higher than the category and also JPM (1.69%).
Ng said investors should take into account the fees when choosing between the funds. “The expensive fees for the AB fund potentially eat up part of the returns.”
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