The FSA Spy market buzz – 11 April 2025
Lazard actively looks at Next Gen; Goldman Sachs loves active in small places; Janus Henderson is reassuring; Private equity’s overflowing war chest; Jevons Paradox; Hamlet’s wisdom and much more.
HEAD-TO-HEAD: Morgan Stanley versus T Rowe Price
FSA compares two US equity products: the Morgan Stanley US Growth Fund and the T Rowe Price US Large Cap Growth Equity Fund.
Fees
Management fees and other expenses charged by funds are important because they have a direct impact on returns for investors.
“The US equity market is so well covered and analysed that there is little excuse for any manager to charge high fees for funds invested in the sector,” said Poole.
And indeed, the ongoing charges figure for the Morgan Stanley and T Rowe Price funds are appropriately low, at 0.89% and 0.73% respectively, according to FE Fundinfo.
“They provide a great opportunity for Asian investors to get low-cost access to funds run by skilled managers,” said Poole.
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