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.
HEAD-TO-HEAD: Blackrock versus Fidelity
FSA compares two global multi-asset income funds: the BGF Global Multi Asset Income Fund and the Fidelity Global Multi Asset Income Fund.
Fees
The ongoing charges (OCF) for the Blackrock fund’s clean share class is 0.84%, which is lower than the Fidelity’s OCF of 0.97%, according to Claus. The peer median is at 1.03%.
However, the Blackrock fund’s retail share class is higher than the Fidelity product.
The OCF of the Blackrock fund’s retail share class is 1.74%, while the Fidelity fund’s OCF is 1.67%. The peer median is 1.71%.
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