Posted inHead To Head

HEAD-TO-HEAD: Invesco versus Schroders

FSA compares the Invesco Greater China Equity Fund and the Schroder ISF Greater China Fund.
by Francis Nikolai Acosta

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Fees

The Invesco fund’s retail share class has ongoing charges (OCF) of 2.01%, while the Schroders OCF is 1.86%.

The Invesco fund is slightly more expensive than its peer group, while the Schroders fund is reasonably priced, according to Share. The peer median OCF is 1.94%.

However, the opposite is true for the funds’ clean share classes, which are available to institutional investors.

The Invesco fund’s clean share class OCF is 1.16% and for Schroders it is 1.31%. The Greater China Equity clean share class median is 1.13%, according to Share.

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