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: 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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