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: Ninety One versus Threadneedle
FSA compares two UK equities products: the Ninety One UK Alpha Fund and the Threadneedle UK Select Fund.
Fees
Fund research firm Morningstar pays a lot of attention to management charges and expenses, and share classes that charge excessive fees are typically assigned lower ratings.
The ongoing charges figure (OCF) for the retail share class of the Ninety One fund is 1.89%, which is in Morningstar’s costliest quintile.
It is above the 1.50% median OCF for UK equities funds available to Hong Kong and Singapore retail investors, FE Fundinfo data shows.
The OCF for the Threadneedle product is 1.64%, which is lower than the category (UK equities funds available to Hong Kong retail investors) median of 1.80%, FE Fundinfo data show.
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