The FSA Spy market buzz – 13 June 2025
Fund costs are sky high; Jupiter is using its shoes; Shenzhen and Hong Kong cosy up some more; A juicy space IPO; Global currencies and the dollar’s death; Charts from left to right and much more.
HEAD-TO-HEAD: Aberdeen Standard versus JP Morgan
FSA compares two Japan equity products: the Aberdeen Standard Sicav I Japanese Equity Fund and the JP Morgan Japan (Yen) Fund.
Conclusion
FE Analytics has given the ASI fund a one-crown rating, while the JP Morgan fund receives three crowns.
The crown-rating methodology assesses the fund’s alpha, volatility and consistency of performance.
Ng does not prefer one fund over the other, given that both products have consistent investment processes and that the management teams are experienced.
However, he noted that FE Analytics has been recommending the JP Morgan fund to its clients.
“The JP Morgan team has been doing well in picking up good ideas in the market and it has a long track record that supports its strategy.
“However, investors should bear in mind that the fund invests in stocks with high valuations. In addition, the product can be more volatile than its peers. While the fund has consistently done well, it could be hit hard, such as in 2016,” he said.
“While the Aberdeen fund has not done so well during sentiment-driven rallies toward growth stocks, investors who favour quality stocks with lower valuations should also consider this product.”
Related Stories
Promoted Content
-
Accessing India’s tech future
-
Investment Ideas for 2021: Explore the untapped potential in China Small Companies
-
Don’t get left behind in fixed income
-
Exciting opportunities in AI & Robotics outside of traditional tech
-
Tap into Japan’s post-pandemic growth trends
-
Smartphones on wheels
-
The year of living dangerously for income investors
-
Healthcare’s innovation shifts into high gear
-
From “FAANG” to “MAMAA” to “Magnificent 7” – what’s in a name?
-
Your Questions Answered by Federated Hermes Impact Opportunities
