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.
Category: 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.
The best and the worst funds – October 2017
China equity funds dominate the top performers’ list on a one- and three-year return basis, lifted by information technology and consumer stocks.
FE Advisory Asia Portfolio review – August 2017
FE Advisory Asia’s growth portfolio was up in August, driven by an emerging Europe fund.
FE Advisory Asia Portfolio review – July 2017
Following a rebalancing in May to adopt a more risk-on approach, the firm’s balanced portfolio delivered higher month-on-month returns in July.
FE Advisory Asia Portfolio review – June 2017
After trimming fixed income exposure, the firm’s cautious portfolio rose slightly in June, driven by global growth.
FE Advisory Asia Portfolio review – May 2017
FE Advisory Asia’s growth portfolio, up 9.42% year-to-date, has been rebalanced and now has more risk assets.
FE Advisory Asia Portfolio review – April 2017
The firm’s balanced portfolio was up slightly in April, according to Luke Ng, senior VP of research at FE Advisory Asia.
FE Advisory Asia Portfolio review – March 2017
The firm’s cautious portfolio was up again in March for the third consecutive month, according to Luke Ng, senior VP of research at FE Advisory Asia.
