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: First State versus JP Morgan AM
FSA compares two Asia mixed-asset products: The First State Asian Bridge Fund and the JPM Asia Pacific Income Fund.
FEES
The First State fund has ongoing charges (OCF) of 1.48%, while the JP Morgan fund’s OCF is 1.79%, according to data from FE Fundinfo.
The First State fund is competitively priced relative to its peers, while the JP Morgan fund is slightly more expensive. The peer median for Asia mixed-asset products sold to Hong Kong investors is 1.7%, according to FE Fundinfo data.
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