Posted inHead To Head

HEAD-TO-HEAD: Neuberger Berman vs Allianz

This week’s Head-to-Head examines two China equity vehicles: Neuberger Berman China Equity and Allianz Greater China Dynamic.
by Fund Selector Asia
When have the funds underperformed?

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Underperforming against benchmark has been a constant theme throughout Allianz Greater China Dynamic’s existence, while a few particularly strenuous periods between October 2009 and November 2012 saw it occasionally dip below its sector average.

Neuberger Berman China Equity, on the other hand, has been a model of consistency, not once dropping below either its peers or benchmark.

“The recent rollercoaster experience of Shanghai A Index is a good indication of fund positioning,” said Husselbee.

“Over the last three months Neuberger Berman China Equity has performed the best on a relative basis against their chosen benchmark. Their value-orientated, bottom-up investment approach has outperformed, whilst Allianz Greater China Dynamic has really struggled.”

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