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 vs Morgan Stanley
FSA compares two global infrastructure products: the First State Global Listed Infrastructure Fund and the Morgan Stanley Global Infrastructure Fund.
Fees
The Morgan Stanley Global Infrastructure Fund is more expensive with a retail share class ongoing charges figure (OCF) of 1.74%, compared with 1.61% for the First State Global Listed Infrastructure Fund, according to FE Fundinfo data.
The median OCF for the small group of infrastructure funds available to Hong Kong and/or Singapore retail investors is 1.95%, which suggests that the fees charged by both funds are reasonable.
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