The FSA Spy market buzz – 6 June 2025
Animal spirits run wild; Franklin Templeton is taking credit; EM banking revolution; Not all luxury is equal; Death of search and the AI machine; George Soros on wins 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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