The FSA Spy market buzz – 22 November 2024
Dimensional excludes the Middle Kingdom; JP Morgan’s optimistic outlook; Household wealth is rocketing; Schroders is thinking about privates; Ninety One’s pithy AI; German woes and much more.
HEAD-TO-HEAD: First State vs JP Morgan
FSA compares the First State Global Resources Fund and the JP Morgan Global Natural Resources Fund.
Fatima Khizou, manager research analyst at Morningstar
Analysts are cautiously optimistic on natural resources in 2017. With the prospects for the global economy generally improving, and renewed (if misguided, some would say) focus on fossil fuels in the US, the demand for energy, oil and basic materials is likely to remain robust.
In the meantime, investors looking to diversify into alternative assets eye natural resource funds among other assets.
Together with Morningstar’s Fatima Khizou, FSA selected two global natural resources funds for comparison, the First State Global Resources Fund and the JP Morgan Global Natural Resources Fund.
| First State Global Resources Fund | JP Morgan Global Natural Resources Fund | |
| Inception | 13 February 2007 | 21 December 2004 |
| Fund Size | $144.53M | $999.3M |
| Annual Fee | 1.75% | 1.76% |
| Morningstar Rating | *** | ** |
| Analyst Rating | Silver | Bronze |
Source: Morningstar
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