How did fixed income funds respond to the gradual withdrawal of liquidity, rising interest rates and volatility in 2018?
Category: Performance
US equity funds: best and worst in 2018
T Rowe Price floats as the S&P sinks into negative territory for the first calendar year since 2008.
China bonds best-selling sector in Q3: Report
BNY Mellon IM’s Mobility Innovation Fund in Japan was the top-selling newly-launched product in Asia-Pacific, and big losers were the categories of rupee-denominated bond products and allocation funds.
Why an active-passive blend offers best of both worlds
BMO Global Asset Management continues to innovate by bringing to market one of the most cost-effective, open architecture, multi-asset funds in Hong Kong, reflecting the firm’s compelling mix of active and passive investment capabilities.
Hedge funds at top and bottom of Q2 performance
Alternative products were among both the top and bottom performers in FSA’s quarterly ranking of products available to investors in Hong Kong and/or Singapore.
Invesco Great Wall tops best China fund ideas
Morningstar’s semi-annual report on China’s best mutual fund ideas chose 16 onshore funds based on fund manager experience, consistency in investment process and performance in several market cycles.
Worst-performing fixed income funds
Only 6% of 241 fixed income funds available for sale in Hong Kong had negative returns over three years. Which ones were the worst?
Do ESG scores matter for performance?
In an analysis of Morningstar ESG scores vs fund outperformance, FSA has found that a strong ESG focus appears to be correlated with under-performance.
How do the best performing funds rank in volatility?
The top performing Asia-Pacific ex-Japan equity funds have been able to control volatility in line with the category index, FSA’s analysis of performance data from FE shows.
A look at the performance of sustainable funds
Over a three-year period, three-quarters of the funds in the ethical/sustainable category underperformed the index, but as a percentage, they did better than conventional equity funds,, FSA research shows.
