The FSA Spy market buzz – 22 November 2024
Dimensional excludes the Middle Kingdom; JP Morgan’s optimistic outlook; Household wealth is rocketing; Schroders is thinking about privates; Ninety One’s pithy AI; German woes 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.
Related Stories
Promoted Content
-
Ninety One: Finding opportunities in times of change
-
China bonds: plugging the yield gap
-
Who’s afraid of higher interest rates?
-
Step up your portfolio by doubling down on sectors set for long-term growth
-
Accessing India’s tech future
-
Fixed income – making ground in ESG as ETFs see rapid growth in AUM
-
Thematic investment series: Innovative transformation cuts across “old” and “new” economy companies
-
The year of living dangerously for income investors
-
Healthcare’s innovation shifts into high gear
-
Accessing Asian 5G innovation: three key portfolio themes
