Are you statistically better off with old funds?
Category: Research
HEAD-TO-HEAD: First State versus Invesco
FSA compares two mixed asset products: the First State Bridge Fund and the Invesco Asia Balanced Fund.
UBS Wealth reports plunge in 2018 inflows
The firm reported 40%-plus drops in wealth and asset management results in 2018.
HEAD-TO-HEAD: JP Morgan vs Jupiter
FSA compares two European equity growth funds: the JP Morgan Europe Dynamic (ex-UK) Fund and the JGF-Jupiter European Growth Fund.
Performance fees a drag on Value Partners’ 2018 profits
But the firm’s mainland business is growing, with onshore AUM surpassing the $1bn mark.
HEAD-TO-HEAD: Fidelity vs JP Morgan AM
FSA compares two Asia-Pacific (including Japan) funds: the Fidelity Pacific Fund and the JP Morgan Pacific Securities Fund.
Are you selling the right funds?
Hong Kong investors have tended take a pass on the sub-asset classes that are likely to continue outperforming.
Mutual Fund Top Trumps – Latin America equities
This week FSA presents a quick comparison of two Latin America equity products: the Aberdeen Standard SICAV Latin American Fund and the HSBC GIF Brazil Equity Fund.
HEAD-TO-HEAD: Blackrock vs Pimco
FSA compares the Blackrock GF Euro Bond Fund and the Pimco GIS Euro Bond Investor Fund.
China Top Trumps – China equities
This week FSA presents a quick comparison of two China equity products: Allianz China A-Shares Fund and the China AMC China Opportunities Fund.