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 UBS
FSA compares two Asia fixed income products: the Fidelity Asian High Yield Fund and the UBS Asian High Yield Fund.
Fees
It is important to take into account fund expenses, as they come directly out of returns, Morningstar points out.
The ongoing charges figures (OCF) for the Fidelity and UBS funds are both less than their Asia Pacific fixed income category average, according to the research firm.
The fee for the retail share class of the Fidelity product is 1.39% and the OCF is slightly higher at 1.46% for the UBS fund.
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