The FSA Spy market buzz – 22 November 2024
Dimensional excludes the Middle Kingdom; JP Morgan’s optimistic outlook; Household wealth is rocketing; Schroders is thinking about privates; Ninety One’s pithy AI; German woes and much more.
HEAD-TO-HEAD: Investec versus JP Morgan
FSA compares two Asia-Pacific ex-Japan equity funds: the Investec Asian Equity Fund and the JP Morgan Asia Growth Fund.
Fees
The Investec fund’s retail ongoing charges figure (OCF) is 2.70%, “which is too high,” according to Ng.
The median fee for the Asia ex-Japan sector is 1.90%, although the range is quite wide, with one fund charging as much as 3.53% for its stock-picking expertise, while several active funds charge less than 1%.
The JP Morgan fund’s 1.69% OCF is “reasonable”, said Ng.
Related Stories
Promoted Content
-
Taking a thematic approach to harness disruption
-
Sustainable Investing in Changing Market Conditions
-
Federated Hermes SDG Engagement Equity: 2021 H1 Report
-
Fixed income – making ground in ESG as ETFs see rapid growth in AUM
-
China bonds: plugging the yield gap
-
Nuveen broadens income sources via private capital and real assets
-
Step up your portfolio by doubling down on sectors set for long-term growth
-
Despite headwinds, ESG continues to perform
-
Exciting opportunities in AI & Robotics outside of traditional tech
-
Smartphones on wheels
