Posted inHead To Head, News

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.
by Francis Nikolai Acosta

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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.”

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