The FSA Spy market buzz – 30 May 2025
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HEAD-TO-HEAD: Allianz GI versus Fidelity
FSA compares two Asia high yield bond funds: The Allianz Dynamic Asian High Yield Bond Fund and the Fidelity Asian High Yield Fund.
CONCLUSION
The Allianz fund receives a two-star Morningstar rating and analyst ratings from Negative for the highest-cost share classes to Neutral for the cheapest, while the Fidelity fund receives a three-star Morningstar rating and analyst ratings of Neutral to Bronze, according to Ge.
For their clean share classes, the Allianz fund has a Negative analyst rating, while the Fidelity offering receives a Bronze analyst rating.
“I would pick the Fidelity fund over the Allianz product,” Ge said.
“On the process side, we are definitely confident as they have a proven framework and has generated good results. The Allianz fund, meanwhile, has gone through changes with its investment process and we have concerns with their management.
“The fees for the Fidelity fund is also cheaper. So they are really winning out of all categories.”
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