The territory’s proximity to mainland China and its diverse product offerings continue to give Hong Kong an advantage over rival private wealth management (PWM) centers, according to a recent report.
Category: Research
HEAD-TO-HEAD: First State vs Morgan Stanley
FSA compares two global infrastructure products: the First State Global Listed Infrastructure Fund and the Morgan Stanley Global Infrastructure Fund.
Apac’s best-selling managers reshuffle in 2019
The list includes two Thai fund managers and only one global firm.
HEAD-TO-HEAD: Aberdeen Standard versus Schroders
FSA compares two Asia-Pacific (ex-Japan) equity funds: the Aberdeen Standard Sicav I – Asia-Pacific Equity Fund and the Schroder ISF Asian Total Return Fund.
HEAD-TO-HEAD: Axa vs Jupiter
FSA compares two emerging market fixed income funds: the Axa World Funds Emerging Markets Short Duration Bonds Fund and the JGF-Jupiter Global Emerging Markets Short Duration Bond Fund.
Invesco, Pinebridge lead in Taiwan fund flows
On the flipside, JP Morgan AM and HSBC Global AM had the highest net outflows, mostly driven by redemptions from their China equity funds.
Northbound funds surge in 2019, reverse downward trend
Hong Kong-domiciled products sold in the mainland (northbound funds) doubled assets from January to December, driven by Chinese investors seeking offshore diversification.
Best and worst active equity funds of the decade
Over the last ten years, new technology funds surged ahead while “old economy” energy and mining funds struggled to stay even.
Income theme continues in Malaysia
The best-selling fund last year was a locally-wrapped version of Schroders’ Asian Income Fund.
HEAD-TO-HEAD: Blackrock versus Fidelity
FSA compares two global financial equity products: the BGF World Financials Fund and the Fidelity Global Financial Services Fund.
