Posted inHead To Head

HEAD-TO-HEAD: BEA Union vs Schroders

FSA compares the BEA Union Hong Kong Growth Fund with the Schroder ISF Hong Kong Equity Fund.
by Fund Selector Asia
May 26 - Hong Kong equity funds

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Positive sentiment seems to have spread across the Hong Kong market.

Hong Kong equities measured by the Hang Seng Index, have increased 16% year-to-date, near a two-year high.

Hong Kong equity-focused mutual funds and ETFs have recorded positive inflows for 12 weeks in a row, totalling $1bn, according to a global asset fundflow tracker report by Jefferies.

The compares to $5bn in net fund outflows since May 2015, attributed to under-allocation to China equities, according to the report.

Asset managers also prefer H-shares, or Hong Kong-listed Chinese companies, over their counterparts on the Shanghai and Shenzhen bourses, as reported earlier.

Against this backdrop, Luke Ng, senior vice president of research at FE Advisory Asia, provides a comparative analysis of two Hong Kong equity products, the BEA Union Investment Hong Kong Growth Fund and the Schroder ISF Hong Kong Equity Fund.

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