The FSA Spy market buzz – 11 April 2025
Lazard actively looks at Next Gen; Goldman Sachs loves active in small places; Janus Henderson is reassuring; Private equity’s overflowing war chest; Jevons Paradox; Hamlet’s wisdom and much more.
The ASI fund has ongoing charges (OCF) of 2%, while the Schroders fund’s OCF is 1.85%, according to Daniels.
Both funds are more expensive than its peers. The peer median for Asia-Pacific (ex-Japan) equity funds is 1.70%, Daniels said.
“The Schroders fund has a slight advantage here, although compared to the whole Asia-Pacific ex-Japan funds sector, the fund’s fees are above average.
“However, we believe that the Schroders fund will be able to overcome this fee hurdle given our high conviction of its process and team,” he said.
Lazard actively looks at Next Gen; Goldman Sachs loves active in small places; Janus Henderson is reassuring; Private equity’s overflowing war chest; Jevons Paradox; Hamlet’s wisdom and much more.
Part of the Mark Allen Group.