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HEAD-TO-HEAD: Barings vs JP Morgan
FSA compares the Barings Eastern Trust Fund and the JP Morgan Asian Growth Fund.
Conclusion
Although the two funds are only slightly differentiated, both are rated four crowns by FE Analytics.
FE’s crown-rating methodology assesses a fund’s alpha, volatility and consistency of performance.
Ng does not prefer one fund over the other.
“Both funds have a four-star rating, which in our view means they are among the top funds within the Asia-Pacific ex-Japan category.”
Both have been consistent with their quality growth strategies and are managed by experienced managers, he added.
Ng said that it comes down investor appetite and preference.
“It depends if an investor has a preference in terms of allocation toward a specific market or sector,” he said.
For example, the JP Morgan fund would be a more suitable consideration for investors who want more China exposure.
For investors who want a growth strategy but are also concerned about valuations, then the Barings fund would be a consideration, he added.
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