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 vs E Fund
FSA compares the Bosera Credit Market Fund and the E Fund Stable Value Bond Fund.
Conclusion
The Bosera fund receives a five-star Morningstar rating, while the E Fund product gets a three-star rating.
Morningstar’s star rating looks at historical risk-adjusted performance. The analyst rating, which is a forward-looking analysis of the fund, is not available in China, according to Wu.
Wu prefers the Bosera fund over the E Fund product, given the Bosera fund’s longer experience in managing the fund as well as the lower volatility.
However, she noted that investors with a higher risk tolerance who prefer to have more exposure to growth sectors could consider the E Fund product.
Investors should remember that the two funds are the highest risk products within Morningstar’s aggressive bond category, Wu added.
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