The FSA Spy market buzz – 16 May 2025
Playing monopoly with ETFs; Eastspring is worrying about loss aversion; Family office explosion; SGX wants more action; The Fear and Greed Index; Retail investors plough on; Deepfake fraud and much more.
HEAD-TO-HEAD: Allianz versus Invesco
FSA compares two China equity products: the Allianz All China Equity Fund and the Invesco China Equity Fund.
Conclusion
“Both funds have strong teams on the ground, which is essential in the China equity market in general and especially during these turbulent times,” said McDermott.
The Invesco fund has a maximum five-star rating from Morningstar, which evaluates funds based on their past performance, while also taking into account their risk and, increasingly, their fees.
FE Fundinfo awards it three crowns (out of five), which reflects the fund’s to stock-picking, consistency and risk control.
The Allianz fund has yet to be rated by either research firm because of its brief track-record.
“In fact, it is both the long-term performance and the value nature of the Invesco vehicle which makes it a more attractive,” said McDermott.
“We like the fact the managers target companies they feel are undervalued by about 25-30% and hold them with the expectation they will reach fair value over a three to five-year time horizon,” he added.
“It’s a fund we have supported for many years.”
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