The FSA Spy market buzz – 4 April 2025
BNY Mellon IM’s conversion; Elusive libertarian investing dream; Eastspring and Vontobel on tariffs; Wisdom of Larry Fink; Has the EU finally seen sense? Price of admission and much more.
HEAD-TO-HEAD: Axa vs Jupiter
FSA compares two emerging market fixed income funds: the Axa World Funds Emerging Markets Short Duration Bonds Fund and the JGF-Jupiter Global Emerging Markets Short Duration Bond Fund.
Fees
Although the fees charged by both funds “could be considered quite high, I’m not particularly concerned about them because the risk-reward ratios [as measured by the information ratio] of each fund is compensation,” said Cheung.
The retail share class ongoing charges figure for the Axa fund is 1.26% and 1.3% for the Jupiter product
There are only about 15 funds with similar emerging markets short duration mandates, which perhaps enables the managers to charge a little extra, according to Cheung. The median fee is 1.5% for this sub-sector of the emerging market bond category.
Related Stories
Promoted Content
-
China’s post-pandemic growth gathers pace
-
Step up your portfolio by doubling down on sectors set for long-term growth
-
Investment Ideas for 2021: Explore the untapped potential in China Small Companies
-
Smartphones on wheels
-
Dynamism is the name of the game for this global macro strategy
-
An investment opportunity for the coming decades: the environment
-
Unmasking the dividend opportunity
-
How ETFs offer an active way to drive sustainable returns
-
Healthcare’s innovation shifts into high gear
-
China bonds: plugging the yield gap
