The FSA Spy market buzz – 4 April 2025
BNY Mellon IM’s conversion; Elusive libertarian investing dream; Eastspring and Vontobel on tariffs; Wisdom of Larry Fink; Has the EU finally seen sense? Price of admission and much more.
HEAD-TO-HEAD: Invesco vs Jupiter
FSA compares the Invesco Pan European Structured Equity Fund and the Jupiter European Opportunities Fund.
Fees
The Invesco fund’s clean share class has ongoing charges (OCF) of 0.88%, while the Jupiter fund’s OCF is 0.95%.
The Invesco fund is cheaper than the median figure of peer funds, while the Jupiter fund is more in line with its peers, according to Caquineau. The peer median OCF is 0.92%.
In the retail share class, there is a sharper distinction. The Invesco fund’s retail share class’ OCF is 1.57%, while Jupiter’s OCF is 1.72%. The peer median retail share class OCF is 1.63%.
Related Stories
Promoted Content
-
Impact opportunities: investing to limit biodiversity loss
-
Fixed income – making ground in ESG as ETFs see rapid growth in AUM
-
Federated Hermes SDG Engagement Equity: 2021 H1 Report
-
Investment Ideas for 2021: Explore the untapped potential in China Small Companies
-
Dynamism is the name of the game for this global macro strategy
-
Tap into Japan’s post-pandemic growth trends
-
Healthcare’s innovation shifts into high gear
-
Ninety One: Finding opportunities in times of change
-
Smartphones on wheels
-
Who’s afraid of higher interest rates?
