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HEAD-TO-HEAD: Axa versus Invesco
FSA compares two UK corporate bond funds: the Axa Sterling Short Duration Bond Fund and the Invesco UK Investment Grade Bond Fund.
Fees
The Axa fund has ongoing charges (OCF) of 0.87%, while the Invesco fund’s OCF is 0.84%, according to data from FE Analytics.
Both products are cheaper when compared to other European fixed income funds available for sale in Hong Kong. The peer median OCF for the 37-SFC authorised European fixed income category is 1.14%, according to FE Analytics.
There are only five SFC-authorised UK-focused fixed income products (which includes Axa and Invesco funds), and they have a median OCF of 0.87%.
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