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.
HEAD-TO-HEAD: JP Morgan AM vs Schroders
FSA compares the JP Morgan Japan Equity Fund and the Schroder ISF Japanese Opportunities Fund.
Fees
The JP Morgan Fund has ongoing charges (OCF) of 0.97%, while the Schroders fund’s OCF is 1.30%.
Yew believes that the JP Morgan fund’s price is reasonable compared to its peers, while the Schroders fund is expensive.
The median OCF for Japanese equity funds is 0.93%, according to Yew.
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