The FSA Spy market buzz – 8 December 2023
White Wolf’s PE howl, What’s in a (fund) name? Growth versus value – again, Wall Street makes its predictions, BlackRock joins the Gen AI trend, Pity Walmart, Albert’s genius, advertising and much more.
HEAD-TO-HEAD: Blackrock versus Invesco
FSA compares two European income products: the Blackrock European Equity Income Fund and the Invesco Pan European Equity Income Fund.
Fees
The median ongoing charges figure (OCF) for the retail share class of European (including UK) funds in Hong Kong is 1.85%, according to FE Fundinfo data.
The Invesco fund’s 2.31% OCF is towards the top of the range, although there are 10 out of around 60 products that charge higher.
The Blackrock fund’s 1.82% OCF is below the median, among a cluster of products with similar fees.
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