Posted inHead To Head

HEAD-TO-HEAD: Fidelity vs UBS

FSA compares the Fidelity China Focus Fund and the UBS China Opportunity Fund.
by Francis Nikolai Acosta
Conclusion

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Both the Fidelity and UBS funds are rated five stars by Morningstar, with both having an analyst rating of Bronze.

The star rating looks at historical risk-adjusted performance, while the analyst rating is based on forward-looking analysis of a fund.

The FE rating, which measures alpha, volatility and consistency of returns over three years, is four crowns for the Fidelity fund and five crowns for the UBS fund.

Liang said both funds have had strong performance and are managed well by their respective fund managers.

She believes that the two funds would appeal to different types of investors.

For investors who are value-oriented and are looking for a core holding with exposure to China equity, the Fidelity fund would be a more appropriate option for them given that it is more diversified.

“For the UBS China Opportunity fund, this is for investors that have a big risk appetite and who are comfortable with the manager’s benchmark-agnostic approach.”

Although both funds have the same Morningstar analyst and star rating, Liang is giving the Fidelity fund “one more point” as she believes that Ning’s investment process looks more structured and is able to deliver in different market cycles.

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