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HEAD-TO-HEAD: FSSA versus Schroders
FSA compares two Hong Kong equity products: the FSSA Hong Kong Growth Fund and the Schroders ISF Hong Kong Equity Fund.
Fees
Management fees and other expenses charged by funds are important because they have a direct impact on returns for investors.
The ongoing charges figure (OCF) for the retail share class of the FSSA fund is 1.08%, which ranks in Morningstar category’s second-cheapest quintile. “This is a reasonable fee,” said Poole.
The OCF for the retail share class of the Schroders fund is 1.84%, according to FE Fundinfo, which is in Morningstar category’s second-costliest quintile.
“The expenses are a little high, but the fund’s strong performance partly compensates for that,” said Poole.
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