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 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 2020, the most read Head-to-Head features included a variety of asset classes investing in global and regional equity and fixed income markets.
1) HEAD-TO-HEAD: Blackrock vs JP Morgan AM (10 January 2020)
FSA compares two global emerging market equity products: the BGF Emerging Markets Fund and the JP Morgan Emerging Markets Equity Fund.
2) HEAD-TO-HEAD: JP Morgan AM versus UBS AM (17 April 2020)
FSA compares two highly-rated China equity funds: the JP Morgan China Fund and the UBS China Opportunity Fund.
3) HEAD-TO-HEAD: Franklin Templeton versus Legg Mason (5 June 2020)
FSA compares two Asia fixed income products: the Templeton Asia Bond Fund and the Legg Mason Western Asset Asian Opportunities Fund.
4) HEAD-TO-HEAD: BNY Mellon vs JP Morgan (17 January 2020)
FSA compares two global equity income products: the BNY Mellon Global Equity Fund and the JPM Global Dividend Fund.
5) HEAD-TO-HEAD: Fidelity versus Schroders (4 September 2020)
FSA compares two China equity products: the Fidelity China Focus Fund and the Schroder ISF China Opportunities Fund.
6) HEAD-TO-HEAD: Morgan Stanley IM versus Pictet AM (26 June 2020)
FSA compares two global equity funds that focus on leading brands: the Morgan Stanley Global Brands Fund and the Pictet Premium Brands Fund.
7) HEAD-TO-HEAD: Blackrock versus Fidelity (31 January 2020)
FSA compares two global financial equity products: the BGF World Financials Fund and the Fidelity Global Financial Services Fund.
8) HEAD-TO-HEAD: Capital Group versus Franklin Templeton (27 March 2020)
FSA compares two flexible global fixed income products: The Capital Group Global High Income Opportunities Fund and the Templeton Global Bond Fund.
9) HEAD-TO-HEAD: Axa vs Jupiter (7 February 2020)
FSA compares two emerging market fixed income funds: the Axa World Funds Emerging Markets Short Duration Bonds Fund and the JGF-Jupiter Global Emerging Markets Short Duration Bond Fund.
10) HEAD-TO-HEAD: Allianz GI versus Fidelity (13 November 2020)
FSA compares two Asia high yield bond funds: The Allianz Dynamic Asian High Yield Bond Fund and the Fidelity Asian High Yield Fund.
