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.
Nuveen broadens income sources via private capital and real assets
Step up your portfolio by doubling down on sectors set for long-term growth
Appetite for thematic investments grows amid rates and inflation concerns
An investment opportunity for the coming decades: the environment
How can a sustainable approach also ensure you don’t compromise performance?
Smartphones on wheels
China’s post-pandemic growth gathers pace
Exciting opportunities in AI & Robotics outside of traditional tech
Accessing Asian 5G innovation: three key portfolio themes
Ninety One: Finding opportunities in times of change
Investing by your religious conviction; Contrarians at Fidelity are looking at cars; Matthews Asia sees a Chinese catalyst; S&P Global’s SPIVA scorecards; Ninety One on emerging markets; Jefferson and much more.
Part of the Mark Allen Group.
