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.
“Small-cap fund fees on average are going to be more expensive than large-cap,” Share said. The capacity issue is one reason, but also some of the smaller companies are more expensive to access.
The median OCF for the retail share class in the category is 1.95%. The Manulife fund charges 2.01% and the Templeton fund 2.25%, placing both funds on the expensive side, with Templeton topping the scale. “There’s more room for improvement for Templeton,” Share noted.
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.
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