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 Templeton versus Loomis Sayles
FSA compares two US growth equities products: the Franklin US Opportunities Fund and the Natixis Loomis Sayles US Growth Equity Fund.
Fees
As fund research firm Morningstar points out, it is critical to evaluate expenses, as they come directly out of returns.
The ongoing charges figure (OCF) for the Franklin fund is 1.81%, which is about the same as the 1.80% median for US equity funds available to Hong Kong and Singapore investors, while the Loomis Sayles fund’s OCF of 1.15% is lower than the sector median, according to FE Fundinfo data.
“Both fund’s fees are reasonable in the Asian context where OCFs tend to be higher than in other regions,” said Poole.
“The managers of each of the products deliver strong alpha, which further justifies their fees,” he added.
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