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.
HEAD-TO-HEAD: Merian versus Schroders
FSA compares two UK equity products: the Merian UK Alpha Fund and the Schroder ISF UK Equity Fund.
Fees
Awareness of the importance of minimising costs for investors is growing because they come directly out of returns. Morningstar, for instance, reduces its ratings for the expensive share classes of products it analyses.
The ongoing charges figure (OCF) for Merian fund is 1.95%, which is in line with the median fee for the 16 UK equity products available to Hong Kong and Singapore investors.
However, the Schroder fund’s OCF of 2.34% is at the top end of the range in its category.
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