The FSA Spy market buzz – 11 April 2025
Lazard actively looks at Next Gen; Goldman Sachs loves active in small places; Janus Henderson is reassuring; Private equity’s overflowing war chest; Jevons Paradox; Hamlet’s wisdom and much more.
HEAD-TO-HEAD: Jupiter vs Franklin Templeton
FSA compares the Jupiter GF Dynamic Bond Fund with the Templeton Global Total Return Fund.
The Jupiter fund has ongoing charges (OCF) of 0.68%, while the Templeton fund’s OCF is 1.4%.
Although the Jupiter fee is lower in the universe of all fixed income funds, Ng believes the comparatively higher fees for the Templeton fund are justified given it has a stronger focus on emerging markets.
In the case of these two bond funds, Ng said investors should consider their own investment objective rather than comparing the fees, which he believes are reasonable.
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