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: Franklin Sealand versus Invesco Great Wall
FSA compares two onshore mixed-asset products: The FTS China Prospect Mixed Assets Fund and the Invesco Great Wall Core Competence Mixed Securities Fund.
FEES
Li has no concerns with regard to the funds’ fees, as the total expense ratios of both offerings sit on the fourth quartile of their peer group, indicating a relatively low level of expenses.
In Hong Kong, their ongoing charges (OCF) are at the same level, with the FTS fund’s OCF at 1.76% and the IGW fund’s at 1.75%, according to their key fact statements.
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