In Asia there is not enough critical analysis of fund products. With that in mind, FSA’s weekly Head-to-Head article features independent analysis of two funds in the same category. We use analysts from FE, Morningstar and Fund Calibre to provide an assessment of the strengths and weaknesses of the funds and give an idea of how they are differentiated.
The analyst will conclude either by preferring one fund over the other, or by suggesting how each product would satisfy different investors depending on their risk/return profile and investment preferences.
For 2019, the most read Head-to-Head features included a variety of asset classes, with most funds investing in Asia-Pacific markets.
1) HEAD-TO-HEAD: Blackrock vs Pimco (1 Mar 2019)
FSA compares two European fixed income funds: the BGF Euro Bond Fund and the Pimco GIS Euro Bond Investor Fund.
2): HEAD-TO-HEAD: Blackrock vs Fidelity (19 Jul 2019)
FSA compares two global multi-asset income funds: the BGF Global Multi Asset Income Fund and the Fidelity Global Multi Asset Income Fund.
3) HEAD-TO-HEAD: Invesco vs JP Morgan (4 Jan 2019)
FSA compares two Greater China equity funds: the Invesco Greater China Equity Fund and the JP Morgan Greater China Fund.
4) HEAD-TO-HEAD: First State vs JP Morgan (30 Aug 2019)
FSA compares two India equity products: the First State Indian Subcontinent Fund and the JP Morgan India Fund.
5) HEAD-TO-HEAD: Capital Group vs JP Morgan (4 Oct 2019)
FSA compares two mixed asset products: the Capital Group Global Allocation Fund and the JP Morgan Global Income Fund.
6) HEAD-TO-HEAD: Fidelity vs Invesco (26 Apr 2019)
FSA compares two Asia-Pacific ex-Japan equity products: the Fidelity Asia Pacific Opportunities Fund and the Invesco Asian Equity Fund.
7) HEAD-TO-HEAD: Franklin Templeton vs JP Morgan (9 Aug 2019)
FSA compares two flexible Asian fixed income products: The Templeton Asian Bond Fund and the JP Morgan Asian Total Return Bond Fund.
8) HEAD-TO-HEAD: Fidelity vs JP Morgan (8 Mar 2019)
FSA compares two Asia-Pacific (including Japan) funds: the Fidelity Pacific Fund and the JP Morgan Pacific Securities Fund.
9) HEAD-TO-HEAD: Invesco vs Schroders (28 Jun 2019)
FSA compares two highly-rated Greater China equities products: the Invesco Greater China Equity Fund and the Schroder ISF Greater China Fund.
10) HEAD-TO-HEAD: Barings vs Fidelity (23 Aug 2019)
FSA compares two Asean products: The Barings Asean Frontiers Fund and the Fidelity Asean Fund.
