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Fonde

Omkostninger i amerikanske fonde falder fortsat

Amerikanske investorer betaler mindre nu i omkostninger til investeringsfonde end nogensinde tidligere, viser ny analyse fra Morningstar i USA

Nikolaj Holdt Mikkelsen, CFA 28/05/2018
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Til gavn for investorerne fortsætter omkostninger i amerikanske investeringsfonde den nedadgående trend. Det viser en ny analyse fra Morningstar i USA med fokus på omkostninger i fonde fra den anden side af Atlanten. Helt konkret faldt omkostningerne 8 pct. i 2017, det største år-til-år fald nogensinde. Det svarer til at investorer samlet sparede ca. 4 mia. dollars sidste år omkostninger ved at investere i amerikanske fonde.

Omkostningsprocenten, opgjort formuevægtet, på tværs af ca. 25.000 investeringsfonde og exchange-traded fonde (ETF), var i snit 0,52 pct. i 2017. Den primære forklaring på omkostningsfaldet er amerikanernes stadig større interesse for billigere fonde, især passive fonde og prisattraktive aktivt forvaltede fonde.

Investorer i amerikanske passive fonde betaler nu blot 0,15 pct. i 2017 mod 0,16 pct. året forinden. Udviklingen er drevet af stor efterspørgsel efter de allerbilligste aktie- og obligationsfonde såvel som prisreduktioner hos flere udbydere blandt især passive fonde med fokus på brede markedsindeks.

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Nikolaj Holdt Mikkelsen, CFA

Nikolaj Holdt Mikkelsen, CFA  

Chefanalytiker i Morningstar Danmark

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