Posted inHead To Head, News, Research

HEAD-TO-HEAD: HSBC Jintrust vs Invesco Great Wall

FSA compares two MRF-approved China mixed-assets funds: the HSBC Jintrust Dynamic Strategy Fund and the Invesco Great Wall Core Competence Mixed Securities Fund.
by Fund Selector Asia
Fees

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Both funds charge very similar fees. The ongoing charge (OCF) of the IGW fund is 1.77% and that of the HSBC Jintrust fund is 1.80%.

“The fees are about average,” said Li.

Onshore Chinese funds do not differentiate themselves on fees and investors don’t pay much attention to them, he noted. “Because the return of mutual funds in the long-term is generally much higher than in the US, the fees are not very significant,” he said.

Companies, on the other hand, generally simply settle on the industry standard when setting fees for their funds, he added.

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