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: JP Morgan vs Jupiter
FSA compares two European equity growth funds: the JP Morgan Europe Dynamic (ex-UK) Fund and the JGF-Jupiter European Growth Fund.
Fees
The JGF-Jupiter fund has an ongoing charges figure (OCF) of 1.72%, which Kandlur thinks could be lower because of the fund’s $3bn size. She feels the same about the 1.75% charged by the JP Morgan fund because of its mainly screen-based quantitative investment process.
Nevertheless, both OCFs are lower than the 1.83% sector median, so it is not a major complaint.
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