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
Manager review

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The BEA Union fund, set up in 2004, uses a team-based approach. It is co-managed by the firm’s CIO Henry Chan and one equity specialist, while supported by a team of four equity analysts, the fund house’s spokeswoman said.

The fund has been managed by the same team since 2014, she added.

Chan has 21 years of experience in the investment industry, and his role is to oversee both the equities and fixed income side, as well as lead the firm’s investment committee and multi-asset strategies.

Previously he was a portfolio manager at Pyramis Global Advisors (now known as Fidelity Institutional Asset Management), and head of Asia-Pacific investment at Baring Asset Management.

FE’s Ng added that the fund house, a joint-venture between the local bank Bank of East Asia (51%) and Germany-based Union Investment (49%), will also use the latter’s global macro views.

The Schroders fund has a large investment team in the region, Ng said.

It has been managed by Toby Hudson since 2008. He is backed by about 15 analysts covering Greater China equities.

Hudson has been at Schroders for 25 years.

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