The FSA Spy market buzz – 16 May 2025
Playing monopoly with ETFs; Eastspring is worrying about loss aversion; Family office explosion; SGX wants more action; The Fear and Greed Index; Retail investors plough on; Deepfake fraud and much more.
HEAD-TO-HEAD: Aviva Investors versus Axa IM
FSA compares two global high yield fixed income products: the Axa Global High Yield Bond Fund and the Aviva Global High Yield Bond Fund.
FEES
It’s important to take into account fund expenses, as they come directly out of returns, and Gkeka has “no concerns about the fees for either fund”.
The ongoing charges figure (OCF) of 1.50% for the retail share class of the Axa fund ranks in Morningstar category’s middle quintile, and the Aviva fund’s OCF is 1.42%.
The median OCF for the global high yield bond fund sector is 1.60%, according to FE Fundinfo data.
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