The FSA Spy market buzz – 13 December 2024
M&G’s positive outlook; Wisdom from Schroders’s podcast; Alliance Bernstein on the power of curiosity; Janus Henderson on responsible AI; China’s retirement revolution; Apple 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%.
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