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: Eastspring versus T Rowe Price
FSA compares two highly-rated European equity funds: the Eastspring Pan European Fund and the T Rowe Price European Equity Fund.
Fees
The fees charged by both funds are reasonable, according Meakin.
Morningstar pays a lot of attention to management charges and expenses, and this year started differentiating it ratings of the individual share classes of each fund. Share classes that charge excessive fees are now typically assigned lower ratings.
However, the ongoing charges figure (OCF) for the Hong Kong retail share class of the T Rowe Price fund is 1.62%, which is below the median of 1.96% for the sector. The OCF for the Eastspring product is more expensive than the T Rowe Price fund at 1.80%, but comfortably below the median, said Meakin.
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