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HEAD-TO-HEAD: Aberdeen Standard versus MFS IM

FSA compares two European equity products: the Aberdeen Standard Sicav II – European Smaller Companies Fund and the MFS European Smaller Companies Fund.
by Francis Nikolai Acosta

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CONCLUSION

The Aberdeen Standard and MFS funds are highly rated by Morningstar. Both receive a four-star rating, with the Aberdeen Standard having a Bronze analyst rating and the MFS product having a Silver analyst rating.

Morningstar’s star rating looks at historically-adjusted performance and the analyst rating is based on forward-looking analysis.

While McDermott believes that both funds are strong offerings, he has a slight preference towards the Aberdeen Standard fund.

“The Aberdeen Standard small-cap team are well-known to the industry and we rate the team highly. Long-term performance supports both the process and the company’s proprietary screening tool – making it a sensible starting place for investors in this market. We like the team and would err towards this as our first choice.

“The MFS fund is arguably a good complement to the Standard Life offering though, in a sense that while it is also backed by a market-leading platform of analysts, it is not as aggressive. Performance has been exceptionally consistent in all market conditions and this fund might well be the dark horse in this space and could appeal to slightly more risk-averse investors,” he said.

 

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