The FSA Spy market buzz – 4 April 2025
BNY Mellon IM’s conversion; Elusive libertarian investing dream; Eastspring and Vontobel on tariffs; Wisdom of Larry Fink; Has the EU finally seen sense? Price of admission and much more.
HEAD-TO-HEAD: JP Morgan versus Schroders
FSA compares two multi-asset income products: the JP Morgan Multi Income Fund and the Schroder Asian Asset Income 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 ongoing charges figure (OCF) for the retail share class of the JP Morgan fund is 1.30%, which is close to the median of its Morningstar category.
The OCF for the Schroders fund is higher, at 1.54%, but is in the second cheapest quintile of its Morningstar category, according to Ge.
Related Stories
Promoted Content
-
Thematic investment series: Innovative transformation cuts across “old” and “new” economy companies
-
Taking a thematic approach to harness disruption
-
Exciting opportunities in AI & Robotics outside of traditional tech
-
China bonds: plugging the yield gap
-
Despite headwinds, ESG continues to perform
-
Federated Hermes SDG Engagement Equity: 2021 H1 Report
-
Ninety One: Finding opportunities in times of change
-
Appetite for thematic investments grows amid rates and inflation concerns
-
How ETFs offer an active way to drive sustainable returns
-
M&G Episode Macro shines after tough year
