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
Conclusion

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The BEA Union fund is not rated by Morningstar. The Schroders fund receives a Morningstar analyst rating of Silver, meaning analysts expect it to outperform over a full market cycle of at least five years.

Ng said the BEA Union team, “is willing to make adjustments based on macro changes, which might be able to capture short-term outperformance.

“However, it will depend on the timing and is less repeatable,” Ng noted.

Choosing between the two funds, Ng said the Schroders product has a more proven and repeatable investment strategy.

“The investment process is more reliable and repeatable, as reflected in its historical performance.”

“The Schroders fund also offers true Hong Kong exposure, as compared to the majority of Hong Kong equity funds which have a heavy exposure to Chinese companies,” he added.

 

 

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