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Five-year top performers

FSA compares the top performers from global equity and global sustainable equity sectors on FE Analytics. 

The top three global equity performers had better performance and higher alpha than the sustainable products over the past five years.

Among the six funds, the Morgan Stanley Global Opportunity Fund was the best performer returning 19.67%.

 

  AUM ($) Return Alpha Volatility
Global equity Morgan Stanley Global Opportunity 7.88bn 19.67% 13.59% 13.50%
T. Rowe Price Global Focused Growth Equity 822.5m 13.82% 7.79% 12.18%
Old Mutual World Equity 504.6m 11.28% 5.80% 10.75%
Global sustainable equity UBS (Lux) Equity Global Sustainable Innovators 120.8m 8.65% 2.74% 12.01%
Schroder ISF Global Sustainable Growth 70.4m 8.87% 2.69% 11.28%
Pictet Global Environmental Opportunities 776.4m 8.15% 2.63% 11.09%
Source: FE, in US dollar and cumulative terms. Funds are available for sale in Hong Kong.

Part of the Mark Allen Group.