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: Merian versus Schroders
FSA compares two UK equity products: the Merian UK Alpha Fund and the Schroder ISF UK Equity Fund.
Fees
Awareness of the importance of minimising costs for investors is growing because they come directly out of returns. Morningstar, for instance, reduces its ratings for the expensive share classes of products it analyses.
The ongoing charges figure (OCF) for Merian fund is 1.95%, which is in line with the median fee for the 16 UK equity products available to Hong Kong and Singapore investors.
However, the Schroder fund’s OCF of 2.34% is at the top end of the range in its category.
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