This week FSA presents a quick comparison of two US equity funds: The MFS Meridian US Value Fund and the T Rowe Price US Large Cap Growth Equity Fund.
Category: Research
Expensive ESG products turn off HK investors
Sustainable investment products come with higher fees than traditional products, according to a UBS survey of Hong Kong investors.
HEAD-TO-HEAD: Invesco versus Schroders
FSA compares the Invesco Greater China Equity Fund and the Schroder ISF Greater China Fund.
HEAD-TO-HEAD: Jupiter vs Matthews Asia
FSA compares the Jupiter China Select Fund and the Matthews Asia China Dividend Fund.
Equity funds remain ‘most researched’ in 1H
US and emerging market equity funds were the most researched asset classes by Asia-Pacific ex-Japan institutional investors, according to Evestment data.
HEAD-TO-HEAD: Fidelity vs Loomis Sayles
FSA compares the Fidelity America Fund and the Loomis Sayles US Growth Equity Fund.
China reversal hits entire category
All 100-plus funds in the SFC-registered China equity category are negative year-to-date, according to FE data.
HKIFA: Bond funds lose $6.2bn in 1H
Strong outflows from bond funds for sale in Hong Kong were driven by global and high yield products, as the asset class undergoes a huge reversal from 2017, according to data from Hong Kong Investment Funds Association (HKIFA).
Robo-advisor performance August 2018
The S&P 500 is on the longest bull run in US history. How did FSA’s hypothetical investments with the region’s three robo-advisors perform against their benchmarks?
HEAD-TO-HEAD: Pinebridge vs Templeton
FSA compares the Pinebridge Global Emerging Markets Focus Equity Fund and the Templeton Emerging Markets Fund.
