Posted inHead To Head

HEAD-TO-HEAD: Aberdeen vs Eastspring

FSA compares two Japan equity products: the Aberdeen Global Japanese Equity Fund and the Eastspring Investments Japan Dynamic Fund.
by Fund Selector Asia
Performance

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The Aberdeen and Eastspring funds outperformed one another at different periods over the past three years, according to FE data.

At the start of 2016, the Aberdeen fund outperformed both the Eastspring fund and the sector until early November, as the US presidential election was decided. The Eastspring fund started to rebound in July, and in early November outperformed both the Aberdeen fund and the sector.

Yew preferred not to comment on the funds’ performance.

“It is an amalgamation of different factors,” he said.

He noted, however, that the Aberdeen fund underperformed by a huge margin in 2013.

According to Yew, when Prime Minister Shinzo Abe was elected in 2012, a number of Japanese equity managers repositioned their portfolios to participate in the different themes that played into Abenomics.

“For Aberdeen, they stuck to their guns and didn’t reposition their portfolio,” he said. For example, they did not invest in the yen depreciation theme and also stayed away from real estate and banks.

Yew said such a stance demonstrates consistency in investment strategy.

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