The FSA Spy market buzz – 28 March 2025
JP Morgan Asset Management gets enhanced; Thailand wants some leverage; Natxis is surveying the world; A billionaire here, another there; Business social media lunacy; Andrew Carnegie’s wisdom and more.
HEAD-TO-HEAD: First State versus JP Morgan
FSA compares two India equity products: the First State Indian Subcontinent Fund and the JP Morgan India Fund.
Fees
The ongoing charges figure (OCF) for the First State fund is 1.1%, which is just below the median OCF of 1.2% for the India equity fund sector, which comprises 26 products authorised for sale to Hong Kong and/or Singapore retail investors.
But, the 0.95% charged by the JP Morgan fund stands out in the sector, because it is an inexpensive way for investors to benefit from the expertise of high-quality managers.
“It is nice and cheap,” said Nel.
Related Stories
Promoted Content
-
M&G Episode Macro shines after tough year
-
Unmasking the dividend opportunity
-
The year of living dangerously for income investors
-
Fixed income – making ground in ESG as ETFs see rapid growth in AUM
-
Exciting opportunities in AI & Robotics outside of traditional tech
-
Your Questions Answered by Federated Hermes Impact Opportunities
-
Taking a thematic approach to harness disruption
-
Sustainable Investing in Changing Market Conditions
-
Nuveen broadens income sources via private capital and real assets
-
Ninety One: Finding opportunities in times of change
