The FSA Spy market buzz – 13 December 2024
M&G’s positive outlook; Wisdom from Schroders’s podcast; Alliance Bernstein on the power of curiosity; Janus Henderson on responsible AI; China’s retirement revolution; Apple and much more.
HEAD-TO-HEAD: Invesco vs JP Morgan
FSA compares two Asia-Pacific mixed-asset funds: the Invesco Asia Balanced Fund and the JP Morgan Asia Pacific Income Fund.
The ongoing charges (OCF) for both funds are in line with the market, according to Ng, with the JP Morgan fund’s fee slightly higher, at 1.79%, compared to Invesco’s 1.65%, for the primary share class. Of the 18 funds in the category for which OCF data are available in FE, the median is 1.69, which places the Invesco fund in the middle of the pack and the JP Morgan above it.
“The difference in fees is not a key factor that would impact an investor’s decision,” Ng said.
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