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HEAD-TO-HEAD: Schroders versus UBS AM

FSA compares two China equity products: The Schroder ISF China Opportunities Fund and the UBS (Lux) Equity Fund – China Opportunity Fund.
by Francis Nikolai Acosta

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FEES

The ongoing charges (OCF) of the Schroders fund is 1.84%, while the OCF of the UBS fund is 2.4%, according to data from FE Fundinfo.

Liu said that the Schroders fund’s OCF is in line with industry average.

“I am comfortable with the fee of the Schroders fund.”

For the UBS fund, Liu said that while the fees are expensive, this is justified because of the strategy’s performance.

“You are paying for the strategy’s alpha generation, and it really provides good downside protection, especially in the Chinese equity market, which is more volatile and shaky than other markets,” Liu said.

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