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 Nordea
FSA compares two global mixed-asset products: the Jupiter Merlin International Balanced Portfolio and the Nordea 1 Stable Return Fund.
Fees
The Jupiter fund has ongoing charges (OCF) of 2.35%, while the Nordea fund’s OCF is 2.75%, according to data from FE Analytics.
Both products are more expensive than peers. The peer median for multi-asset funds available to accredited investors in Singapore is 1.75%, according to FE.
“The OCF of the Jupiter fund is the one sticking point for me – it is high. However, as the fund is still very small in terms of AUM, hopefully this will come down in the fund.
Considering the large AUM of the Nordea fund, he believes the OCF could also be lower.
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