FSA compares two US equity funds: the Axa World Funds Framlington American Growth Fund and the Vanguard S&P 500 ETF.
Category: Research
China Top Trumps – Greater China equities
This week FSA presents a quick comparison of two Greater China equity products: the Invesco Greater China Equity Fund and the Schroder ISF Greater China Fund.
Sharpe fund houses in the spotlight
Two asset management firms run the most funds with the highest risk-adjusted returns over three years.
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.
