Over a three-year period, three-quarters of the funds in the ethical/sustainable category underperformed the index, but as a percentage, they did better than conventional equity funds,, FSA research shows.
Category: Research
Best-selling Hong Kong-domiciled funds in Q3
JP Morgan’s Hong Kong-domiciled mutual funds attracted the most net new assets in the third quarter of 2017, Morningstar fund flow data shows.
HEAD-TO-HEAD: Allianz Global Investors vs Kempen International Funds
FSA compares the Allianz Europe Small Cap Equity Fund with the Kempen European Small-Cap Fund.
Asia’s fund selectors turn bullish on China
Q3 data shows warming sentiment toward China among fund selectors and asset allocators in Hong Kong, Singapore, Thailand and Malaysia, who told FSA they intend to add to their Chinese equity allocation in the next 12 months.
The best and the worst funds – October 2017
China equity funds dominate the top performers’ list on a one- and three-year return basis, lifted by information technology and consumer stocks.
Survey: Asia’s investors expect double digit returns
Investors in Asia expect 11.7% annual returns over the next five years, among the highest return expectations globally, according to a survey conducted by Schroder Investment Management.
Robo-advisor performance October 2017
FSA joins the robo-advisor discussion with its monthly feature showing portfolio returns of three robo-advisors serving clients in Asia.
HEAD-TO-HEAD: Janus Henderson vs BNP Paribas Parvest
FSA compares the Janus Global Life Sciences Fund with the Parvest Equity World Health Care Fund
Are expensive Greater China funds worth the extra cost?
Greater China-focused funds that have higher fees tend to underperform their benchmarks more often than those with lower fees, according to FE data.
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.
