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Fund fees drop in most markets as competition hots up

Costs remain high in regions where banks lead product distribution, Morningstar research finds

Fund fees have fallen in most countries around the world over the past three years, in the latest sign of active managers feeling the heat as investors capitalise on a growing range of less expensive products.

Asset flows into lower-cost funds have helped drive a broad decline in fees, according to researchers at Morningstar, as have price cuts for existing products. The financial data company found that fund fees had dropped in the majority of the 26 markets it studied since its last survey in 2019.

“The good news for global fund investors is that in many markets, fees are falling, driven by a combination of asset flows to cheaper funds and the repricing of existing investments,” said Grant Kennaway, head of manager selection at Morningstar.

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