The FSA Spy market buzz – 30 May 2025
Korean AI-driven investing, The wisdom of Nvidia, Goldman Sachs and active good news, The sheer size of the top ten, Ferris Bueller and Trump’s tariffs, A trillion here - a trillion there, and much 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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