The FSA Spy market buzz – 8 December 2023
White Wolf’s PE howl, What’s in a (fund) name? Growth versus value – again, Wall Street makes its predictions, BlackRock joins the Gen AI trend, Pity Walmart, Albert’s genius, advertising and much more.
HEAD-TO-HEAD: JOHCM versus Threadneedle
FSA compares two UK equity products: the JOHCM UK Dynamic Fund and the Threadneedle UK Extended Alpha Fund.
Fees
Fund research firm Morningstar pays a lot of attention to management charges and expenses, and share classes that charge excessive fees are typically assigned lower ratings.
The JOHCM fund has an ongoing charges figure of 0.80% per cent, while the Threadneedle fund is slightly more expensive at 0.83%.
However, both products fees are well below the median OCF of 1.70% for UK equity funds available in Hong Kong and Singapore.
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