Notes from the data.
Short, sharp pieces from our analysts on funds, flows, sectors and what the numbers are actually saying right now. Every note is anchored to live data on the platform — click any reference to jump straight to the fund, category, or holding.
Same Japanese stocks, four currencies — Aberdeen’s wrapper problem
Aberdeen's Japanese sustainable equity fund comes in USD, JPY, EUR and hedged HKD share classes. The underlying portfolio is identical. The currency risk — and the fee — is not.
Allianz Income and Growth in SGD — what the currency wrapper is really doing
Singapore investors can buy Allianz Income and Growth in SGD-hedged classes — but the cost of that currency wrap, and the choice between accumulating and distributing, changes the income maths considerably.
Two ‘absolute return’ bond funds, one label, completely different bets
Brevan Howard and Algebris both carry the absolute return label on their bond funds. The strategies underneath couldn't be more different — and the fees reflect that, in unexpected ways.
Two ways to be cautious in global equity — and they’re nothing alike
Dodge & Cox and AllianceBernstein both promise a steadier ride in global equities. At 0.60% versus 1.50%, their fees are very different — and so is what they actually do.
Income from bonds or income from stocks — two serious funds, one choice
Capital Group's bond fund and Dodge & Cox's equity fund both promise yield, but they take completely different routes — and your circumstances determine which is right.
Allianz Income and Growth is a $59bn fund — does size still work for investors?
At nearly $59bn, Allianz Income and Growth is one of the largest multi-asset income funds on earth. That scale brings its own problems — and its own fee questions.
Same Vanguard index, three share classes — and the difference is real money
Vanguard's global tracker comes in three flavours with fees ranging from 0.11% to 0.18%. The underlying portfolio is identical — so the choice between them is purely structural.
JP Morgan’s US value bet sits alone in a sea of passive consensus
Most US-equity funds you can buy in the UK are now passive trackers. JPM's US Value strategy is a deliberate contrarian — but the share-class picture needs unpacking first.
JP Morgan’s US value bet against a decade of passive dominance
JP Morgan runs a dedicated US value fund at 1.50% alongside a broad America equity fund at 0.65%. In a category where passive has won for a decade, the fee gap demands scrutiny.
AI funds may be converging on the same names — but fees tell a stranger story
The AI fund universe appears to be narrowing around a shared set of holdings, but an OCF range from 0.01% to 2.86% reveals a more structural distortion.