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 vs Standard Life Investments
FSA compares the JP Morgan Global Macro Opportunities Fund and the Standard Life Investments Global Absolute Return Strategies Fund.
Fee
The JP Morgan fund has ongoing charges (OCF) of 0.6%, while the SLI fund’s OCF is 0.89%.
Both fund fees are lower than other offshore regulated multi-strategy mutual funds, according to Goldsmith.
“For these complicated vehicles, with the use of derivatives, fund houses usually charge higher fixed charges as well as a performance fee. However, the JP Morgan and SLI funds are reasonably priced and lower than peers.”
In the case of these two funds, the difference in fee charges is not significant, he added.
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