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: Fidelity vs Loomis Sayles
FSA compares the Fidelity America Fund and the Loomis Sayles US Growth Equity Fund.
Fees
The Fidelity fund has ongoing charges (OCF) of 1.05%, while the Loomis Sayles’ fund’s OCF is 1%.
Tsymbaluk said that both funds are more expensive than the US equity fund peer median of 0.85%.
“The median is quite low because the US is an efficient market, which makes it a very competitive area,” she added.
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