Greater China-focused funds that have higher fees tend to underperform their benchmarks more often than those with lower fees, according to FE data.
Category: Research
Mutual fund Top Trumps – Japan small/mid cap equity
This week FSA presents a quick comparison of the Invesco Nippon Small/Mid Cap Equity Fund and the JPMorgan Japan Smaller Company (Yen) Fund.
APAC’s largest managers hit $6.9trn AUM
Asset managers in Asia-Pacific have reached $6.9 trn of AUM in 2016, up 1.3% from the previous year, according to a study by Willis Towers Watson.
Asia’s fund selectors turn to alternatives
Are commodities and property going to boost returns? Fund selectors in Asia are planning more diversification into alternative asset classes, in particular commodities and property, according to FSA’s Asset Class Research.
HEAD-TO-HEAD: BNY Mellon vs Deutsche
FSA compares two global equity income funds: the BNY Mellon Global Equity Income Fund and the Deutsche Invest Top Dividend Fund.
Is China Mobile a risk for China-focused funds?
Around 21% of China-focused funds have taken huge stakes in state-owned China Mobile. Its stock price has been stable, but what are the risks that investors should be aware of?
Greater China Top Trumps – HKD Fixed Income
It’s Allianz vs BOCHK in a quick comparison of two Hong Kong dollar fixed income funds.
HEAD-TO-HEAD: Blackrock vs Jupiter
FSA compares two global flexible bond funds: the Blackrock GF Fixed Income Global Opportunities Fund and the Jupiter Dynamic Bond Fund.
China fund manager skills from a different angle
China funds are often measured by past performance, but information ratio is perhaps a better indicator of the manager’s ability.
HEAD-TO-HEAD: Franklin Templeton vs OMGI
FSA compares two US equity products: the Franklin Templeton US Opportunities Fund and the Old Mutual North American Equity Fund.
