The FSA Spy market buzz – 13 December 2024
M&G’s positive outlook; Wisdom from Schroders’s podcast; Alliance Bernstein on the power of curiosity; Janus Henderson on responsible AI; China’s retirement revolution; Apple and much more.
HEAD-TO-HEAD: Invesco versus Schroders
FSA compares the Invesco Greater China Equity Fund and the Schroder ISF Greater China Fund.
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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