Funds managed by bottom-up stock-pickers are performing well in China’s volatile markets while momentum-driven funds are at the bottom end, according to data from FE Analytics.
Category: Research
Robo-advisor performance June 2018
It has been one year since FSA invested a hypothetical $1m with three robo-advisors operating in Asia. Did they beat their benchmarks? We summarise the one-year performance.
HEAD-TO-HEAD: Blackrock vs HSBC
FSA compares the the BGF Asian Tiger Bond Fund and the HSBC Asian Bond Fund.
WMs prefer active funds for China exposure
In China’s inefficient equity market, active management is preferred to passive investing, according to wealth management sources.
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.
