Posted inHead To Head

HEAD-TO-HEAD: JP Morgan AM versus Schroders

FSA compares two income-generating Asia equity products: The JP Morgan Asia Equity Dividend Fund and the Schroders ISF Asian Equity Yield Fund.
by Francis Nikolai Acosta

123456

FEES

The JP Morgan fund has ongoing charges (OCF) of 1.59%, while the Schroders offering’s OCF is 1.86%, according to Share.

The peer median OCF of income-generating Asia-focused funds is 1.72%, making the Schroders fund one of the more expensive products in the category.

However, Share believes that the Schroders fund’s OCF should not be a concern.

“Despite the cheaper fees on the JP Morgan fund, overall, we have a stronger confidence in the Schroders fund being able to outperform in the future,” she said, noting that Morningstar’s assessment of the fund’s investment process and team is positive.

123456

Related Stories

FSA SPY

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.

Part of the Mark Allen Group.