The FSA Spy market buzz – 22 November 2024
Dimensional excludes the Middle Kingdom; JP Morgan’s optimistic outlook; Household wealth is rocketing; Schroders is thinking about privates; Ninety One’s pithy AI; German woes and much more.
HEAD-TO-HEAD: Bosera versus Huatai-Pinebridge
FSA compares the Bosera Yufu CSI 300 Index Fund and the Huatai-Pinebridge Quantitative Enhanced Index Fund.
Conclusion
Both the Bosera and the Huatai-Pinebridge funds receive a five-star rating.
Morningstar’s star rating looks at historical-adjusted performance.
Neither fund has a (forward-looking) Morningstar Analyst rating.
Huang did not say which fund he prefers. He pointed to the five-star ratings, the consistent excess performance and the stability of the teams.
The choice, therefore, depends on risk appetite.
He said that investors looking at taking more risk might prefer the Huatai-Pinebridge fund, given its higher tracking error.
The Bosera fund, meanwhile, will be more appealing for investors who have less risk appetite but are still seeking excess return, he said.
Related Stories
Promoted Content
-
Dynamism is the name of the game for this global macro strategy
-
Impact opportunities: investing to limit biodiversity loss
-
Tap into Japan’s post-pandemic growth trends
-
Accessing Asian 5G innovation: three key portfolio themes
-
Taking a thematic approach to harness disruption
-
Tech WELLcovered | Work reimagined
-
How ETFs offer an active way to drive sustainable returns
-
Smartphones on wheels
-
Accessing India’s tech future
-
Don’t get left behind in fixed income
