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.
Fees
The Invesco fund’s retail share class ongoing charge figure is 2.01%, which is higher than the 1.85% charged annually by the Schroders fund.
However, both are close to the 1.9% median for the asset class, and Share has “no concerns about either of the fund’s fees, which are acceptable for the range of markets and securities that the managers have to follow”.
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.
Part of the Mark Allen Group.