Posted inHead To Head

HEAD-TO-HEAD: First State vs JP Morgan

FSA compares the First State Global Resources Fund and the JP Morgan Global Natural Resources Fund.
by Fund Selector Asia
Global Natural Resources Funds

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Fatima Khizou, manager research analyst at Morningstar

Analysts are cautiously optimistic on natural resources in 2017. With the prospects for the global economy generally improving, and renewed (if misguided, some would say) focus on fossil fuels in the US, the demand for energy, oil and basic materials is likely to remain robust.

In the meantime, investors looking to diversify into alternative assets eye natural resource funds among other assets.

Together with Morningstar’s Fatima Khizou, FSA selected two global natural resources funds for comparison, the First State Global Resources Fund and the JP Morgan Global Natural Resources Fund.

First State Global Resources Fund JP Morgan Global Natural Resources Fund
Inception 13 February 2007 21 December 2004
Fund Size $144.53M $999.3M
Annual Fee 1.75% 1.76%
Morningstar Rating *** **
Analyst Rating Silver Bronze
Source: Morningstar

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