The FSA Spy market buzz – 28 March 2025
JP Morgan Asset Management gets enhanced; Thailand wants some leverage; Natxis is surveying the world; A billionaire here, another there; Business social media lunacy; Andrew Carnegie’s wisdom and more.
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.
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.
Related Stories
Promoted Content
-
Impact opportunities: investing to limit biodiversity loss
-
An investment opportunity for the coming decades: the environment
-
Appetite for thematic investments grows amid rates and inflation concerns
-
Investment Ideas for 2021: Explore the untapped potential in China Small Companies
-
Your Questions Answered by Federated Hermes Impact Opportunities
-
China’s post-pandemic growth gathers pace
-
Who’s afraid of higher interest rates?
-
Tap into Japan’s post-pandemic growth trends
-
Healthcare’s innovation shifts into high gear
-
Federated Hermes SDG Engagement Equity: 2021 H1 Report
