FSA compares two European equity products: the JPMorgan Europe Dynamic Fund and MFS Meridian European Research Fund.
Category: Research
Is Hong Kong the place to park during a crisis?
During the worst period of the 2008 financial crisis, FSA finds that Hong Kong fixed income funds were the only category in positive territory .
China equity: A case for active management?
Actively-managed China equity funds are the top performers, while ETFs lag in FSA’s ranking of best and worst China equity products at the end of Q1.
Worst-performing fixed income funds
Only 6% of 241 fixed income funds available for sale in Hong Kong had negative returns over three years. Which ones were the worst?
High yield, Brazil, lead fixed income
Despite the return of volatility, high yield funds and a Brazil bond fund top the list of best performers among fixed income products available to investors in Hong Kong.
Robo-advisor performance March 2018
With the S&P 500 posting a second consecutive monthly loss in March, how did FSA’s hypothetical investments with three regional robo-advisors perform against their benchmarks?
HEAD-TO-HEAD: Bluebay vs Robeco
FSA compares the Bluebay Investment Grade Euro Government Bond Fund with the Robeco Euro Government Bond Fund
Healthcare funds bleed the most
As volatility returns to markets, healthcare-related equity funds have been among the worst performers, according to data from FE Analytics.
V is for Vietnam, not volatility
Despite the return of market volatility, a Vietnam equity fund managed by JP Morgan Asset Management has soared to the top as best performer, according to data from FE Analytics.
Active managers of China funds struggle to beat indices
Less than half of managers of China equity funds outperform their indices over several time periods, FSA’s analysis shows.
