The Swedish Financial Supervisory Authority has published consumer-facing figures on what investors typically pay in fund charges, aiming to improve price awareness by providing quarterly median fees for selected popular fund categories as a simple benchmark for comparing an individual fund’s fee level. The update also reiterates that actively managed funds, which are often more expensive than index funds, should outperform their benchmark index to justify their cost. For the fourth quarter of 2024, the median fee was 1.31% for actively managed Sweden equity funds and 0.25% for Sweden index funds, while actively managed global funds had a median fee of 1.30% and global index funds 0.35%. The authority also cites a recent European Securities and Markets Authority report indicating that Sweden generally has among the lowest total fund costs in the EU, while emphasising that consumers should still check the fees they pay given the long-term impact. The authority plans to continue publishing these median fee figures quarterly.
Finansinspektionen 2025-02-18
Swedish Financial Supervisory Authority reports Q4 2024 median fund fees showing active funds around 1.3% versus 0.25–0.35% for index funds
The Swedish Financial Supervisory Authority released consumer-facing data on typical fund charges to enhance price awareness, providing quarterly median fees for popular fund categories as benchmarks. For Q4 2024, median fees were 1.31% for actively managed Sweden equity funds and 0.25% for Sweden index funds, with global counterparts at 1.30% and 0.35%. The authority highlights Sweden's low fund costs in the EU but advises consumers to monitor fees due to their long-term impact.