Posted inHead To Head

HEAD-TO-HEAD: Aberdeen Standard versus Jupiter

FSA compares two European equity products: The Aberdeen Standard Sicav European Equity Ex UK Fund and the Jupiter European Growth Fund.
by Francis Nikolai Acosta

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CONCLUSION

Both funds are highly rated by FE Fundinfo, with each receiving a five-crown rating (the highest).

The crown-rating methodology assesses the fund’s alpha, volatility and consistency of performance.

McDermott believes that both funds are strong offerings.

“Both are strong active plays and have demonstrated their ability to outperform their peers over a market cycle.

“Both are concentrated funds, which can be a risk – but can also garner huge rewards,” he said.

He added that both funds are managed by strong teams.

“The team behind the ASI fund has shown its process does succeed in the long-term and we can also see the team is willing to adjust with the times, as referenced by a rising exposure to technology in the past few years – something which should benefit the fund further going forward.

“Meanwhile, we have been big supporters of Mark Nichols and Mark Heslop, both in their time at Threadneedle and now at Jupiter, and see no reason why they cannot replicate their previous success here – albeit in a more concentrated portfolio.”

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