Posted inHead To Head

HEAD-TO-HEAD: BNPP IP vs Schroders

FSA compares the Parvest Equity Best Selection Euro Classic Fund and the Schroder ISF Euro Equity Fund.
by Francis Nikolai Acosta
Conclusion

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The Parvest fund receives a Morningstar analyst rating of Neutral and a four-star rating, while the Schroder fund receives a Silver analyst rating and a four-star rating.

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

The FE rating, which measures alpha, volatility and consistency over three-years, is three crowns for both funds.

Brunt prefers the Schroder fund over the Parvest fund.

“Parvest has had a higher rate of turnover on the team especially in their senior team members,” he said.

Brunt would like to see more stability among the Parvest team going forward. With any fund, Morningstar analysts place high value on team stability and are wary when they spot turnover.

In addition, he is disappointed with the fund’s performance. “The [Parvest fund] hasn’t delivered as we would have expected it to, which raises some question marks in terms of their implementation of the process itself,” he added.

For the Schroder fund, he is comfortable to see the effective implementation of its investment process, adding that he is impressed with the fund’s manager.

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