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: Jupiter versus Neuberger Berman
FSA compares two US equity products: The Jupiter Merian North American Equity Fund and the Neuberger Berman US Multi Cap Opportunities Fund.
FEES
The ongoing charges (OCF) of the retail share class of the Jupiter Merian fund is 1.61%, while the OCF of the NB fund is 1.87%, according to data from FE Fundinfo.
The Jupiter Merian fund is less expensive than its sector peers, while the NB fund is slightly more expensive. The median OCF for US equity funds is 1.79%, FE Fundinfo data shows.
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