The FSA Spy market buzz – 16 May 2025
Playing monopoly with ETFs; Eastspring is worrying about loss aversion; Family office explosion; SGX wants more action; The Fear and Greed Index; Retail investors plough on; Deepfake fraud 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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