The FSA Spy market buzz – 22 November 2024
Dimensional excludes the Middle Kingdom; JP Morgan’s optimistic outlook; Household wealth is rocketing; Schroders is thinking about privates; Ninety One’s pithy AI; German woes and much more.
HEAD-TO-HEAD: Fidelity versus Stewart
FSA compares two emerging market equity products: the Fidelity Emerging Markets Fund and the Stewart Investors Global Emerging Markets Leaders Fund.
Fees
The clean share class ongoing charges figure (OCF) for the Fidelity fund is 1.08%, which is a little higher than the median for the 66 funds available to Hong Kong and Singapore investors in the emerging market equity sector.
“There is room for improvement,” said Daniels.
“In contrast, the Stewart fund is much cheaper, charging 0.91%, which is towards the lowest end of the range.”
Related Stories
Promoted Content
-
Impact opportunities: investing to limit biodiversity loss
-
The year of living dangerously for income investors
-
Nuveen broadens income sources via private capital and real assets
-
Healthcare’s innovation shifts into high gear
-
An investment opportunity for the coming decades: the environment
-
The future of mobility
-
China’s post-pandemic growth gathers pace
-
Thematic investment series: Innovative transformation cuts across “old” and “new” economy companies
-
Dynamism is the name of the game for this global macro strategy
-
M&G Episode Macro shines after tough year
