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: Jupiter versus Schroders
FSA compares two global convertible bond funds: The Jupiter Global Convertibles Fund and the Schroder ISF Global Convertible Bonds.
FEES
The Jupiter fund’s clean share D and I classes have ongoing charges (OCF) of 0.91% and 0.95%, respectively, while the Schroders fund’s clean share class’s OCF is 0.94%, according to Gkeka.
She does not have any concerns over both fund’s fees. In Hong Kong, the two funds are the only SFC-authorised convertible bond funds, according to data from FE Fundinfo.
In terms of their retail share classes, the Jupiter fund is more expensive at 1.72%, compared with the Schroders fund’s OCF of 1.59%, FE Fundinfo data shows.
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