Lägre kostnader för fonder i Europa

En studie av hur fondavgifter i Europa förändrats mellan 2013 och 2020 visar en stadig nedgång.

Jose Garcia Zarate 2020-12-11 | 17:20

 European investors are paying lower expenses, on average, than ever before.  Morningstar has published a study in which we analyse trends in fees for a group of equity and fixed-income investment categories during the period from 2013-20. Our study found the asset-weighted average ongoing charge across funds, which measures the fees that investors paid for the funds in which they were invested during the period, was 0.69% in October 2020, a 31% decline from 2013.

Il calo delle commissioni dei fondi europei tra il 2013 e il 2020

Source: Morningstar Direct. Data as of 30/10/2020.

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About Author

Jose Garcia Zarate

Jose Garcia Zarate  is an ETF analyst with Morningstar UK.

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