In China’s inefficient equity market, active management is preferred to passive investing, according to wealth management sources.
Category: Research
Greater China Top Trumps – HKD vs RMB fixed income
This week FSA compares two fixed income sectors — Hong Kong dollar and renminbi funds available for sale in Hong Kong.
Mutual fund Top Trumps – US small-cap equity
This week FSA presents a quick comparison of two US small-cap equity funds: the Legg Mason Royce US Small Cap Opportunity Fund and the Threadneedle American Smaller Companies Fund.
Malaysia’s Islamic funds struggle to attract new assets
Although Malaysia’s sharia-compliant funds continue to attract assets, their share of net new flows into the country’s mutual funds has been decreasing.
HEAD-TO-HEAD: Aberdeen vs Matthews Asia
FSA compares the Aberdeen Global Indian Equity Fund and the Matthews Asia India Fund.
A look at China equity funds in volatile markets
Equity fund managers who perform best among peers during specific China market volatility are not among the best when global markets plunge.
HEAD-TO-HEAD: JP Morgan vs Standard Life Investments
FSA compares the JP Morgan Global Macro Opportunities Fund and the Standard Life Investments Global Absolute Return Strategies Fund.
Can volatility funds deliver in calm markets?
Amundi’s absolute volatility equity funds were among the best performers in 2008, the year of the global financial crisis, but have done poorly since.
Samsung’s bulk limits index-beating funds
Due to the dominance of Korean stock indices by one company, Samsung Electronics, outperforming them is difficult when Samsung does well. Some managers did well despite it.
HEAD-TO-HEAD: Invesco vs Morgan Stanley
FSA compares the Invesco Global Structured Equity Fund and the Morgan Stanley Global Opportunity Fund.
