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: Barings versus Fidelity
FSA compares two Asean products: The Barings Asean Frontiers Fund and the Fidelity Asean Fund.
Fees
The Barings fund has ongoing charges (OCF) of 1.71%, which is lower than Fidelity’s OCF of 1.95%.
Although the Fidelity fund is more expensive, Ng believes that it is in-line with the market. The median OCF of Asean funds in Hong Kong is 1.90%, according to FE data.
Ng explained that Asean funds are usually more expensive than Asia-Pacific ex-Japan funds because the majority of countries in Asean are considered emerging markets and are under-researched. For Asia-Pacific ex-Japan products in Hong Kong, the median OCF is 1.86%.
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