Posted inHead To Head

HEAD-TO-HEAD: Brown Advisory and Pictet

FSA compares two international equity products: the Brown Advisory Global Leaders Fund and the Pictet Global Thematic Opportunities Fund.
by Michelle Ng

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Fees

Apart from fund performances, it is also critical to assess expenses as they come directly out of returns.

The retail share class of the Pictet fund has an ongoing charge of 2%, while the Brown Advisory fund is slightly cheaper at 1.62%, according to the fund factsheets.

Commenting on the Pictet fund, Morningstar’s quantitative rating report, the share class’ “unattractive fee” lands in the costliest quintile of its Morningstar Category, and is not competitive in generating positive alpha versus its category benchmark.

Annual fees charged by the 102 actively managed funds authorised for sale to Hong Kong and Singapore retail investors that are categorised by FE Fundinfo as “international mixed-assets” differ widely. They range from as low as 0.62% to as high as 4.51%, with a median ongoing charges figure of 1.76%

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