Morningstar has awarded the Allianz product five stars based on historical returns, and a bronze analyst rating. The firm gives the FSSA fund four stars, and a forward-looking analyst rating of silver.
FE Fundinfo, which bases its assessment on a fund’s three-year history of delivering alpha, minimising relative volatility and producing consistent returns, awards the Allianz product five crowns, and rates the FSSA fund lower with four crowns.
“If you are a more cautious investor and want more consistent returns, and a more diverse spread of investments across the greater China region, I would definitely go for the FSSA fund,” said McDermott.
“But, if you are willing to take more risk and ride the ups and downs of the growing A-share market, the Allianz fund is an excellent option,” he said.
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