The FSA Spy market buzz – 9 May 2025
Invesco gets contrarian; Popes and the S&P 500 performance; Jim Cramer’s certainty; Negative yields; AI is everywhere; Natixis considers the next decade; Google’s search woes and much more.
HEAD-TO-HEAD: Blackrock vs JP Morgan AM
FSA compares two global emerging market equity products: the BGF Emerging Markets Fund and the JP Morgan Emerging Markets Equity Fund.
Fees
The Blackrock fund’s retail share class has ongoing charges (OCF) of 1.86%, while the JP Morgan fund’s retail share class OCF is 1.74%, according to Daniels.
Daniels believes that the fees of both funds are “middling” or above average. The peer median OCF for global emerging markets equity products is 1.6%.
“They are both slightly above the average. But I would say that the JP Morgan strategy should be cheaper given the size of the fund ($8.5bn). The Blackrock strategy in comparison only has $1bn,” he said.
Related Stories
Promoted Content
-
Accessing India’s tech future
-
Investment Ideas for 2021: Explore the untapped potential in China Small Companies
-
Impact opportunities: investing to limit biodiversity loss
-
The year of living dangerously for income investors
-
Healthcare’s innovation shifts into high gear
-
Thematic investment series: Innovative transformation cuts across “old” and “new” economy companies
-
An investment opportunity for the coming decades: the environment
-
Taking a thematic approach to harness disruption
-
Driving decarbonisation: how to access new forms of alpha
-
Conditions in the high yield market
