Posted inHead To Head

HEAD-TO-HEAD: Blackrock vs Schroders

FSA compares two APAC ex-Japan equity products: the Blackrock Asian Dragon Fund and the Schroder ISF Asian Opportunities Fund.
by Francis Nikolai Acosta
Conclusion

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The Blackrock fund receives a Morningstar analyst rating of Bronze and a five-star rating, while the Schroders fund receives a higher analyst rating of Silver and a five-star rating.

Morningstar’s analyst rating is a forward-looking analysis of a fund, while the star rating looks at historical risk-adjusted performance.

Share’s preference is for the Schroders fund.

A main consideration is Hudson. Besides having worked with the previous lead manager for a decade, Hudson also has a satisfactory track record in managing the firm’s Asian Growth Fund, a similar strategy that is only available in Singapore.

“We’re also very comfortable with the investment process and the fund’s performance is more consistent and more predictable.”

For the Blackrock fund, Share has uncertainties about Swan’s increase of workload. On the process side of things, she believes that the investment strategy is not necessarily repeatable given its flexible approach.

However, she noted that investors with a bigger risk appetite might prefer the Blackrock fund.

“When Swan does get it right, the upside potential will be higher than the Schroders fund, especially in a momentum-driven market. I do feel that there is still a place for the Blackrock fund in the investors’ portfolios, but this will be a riskier option than the Schroders fund,” she concluded.

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