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HEAD-TO-HEAD: Eastspring versus Schroders
FSA compares two dividend funds: the Eastspring Investments Asian Equity Income Fund and the Schroder International Asian Equity Yield Selection Fund.
Performance
The Schroders fund has generally performed better than the Eastspring fund over the past five years including last year when it generated a return of 7.65% compared with a return of -6.91% for the Eastspring fund.
This year both funds have fared poorly as the equity markets have been suppressed with the Eastspring fund generating a return of -20.13%, while the Schroders fund posted a return of -16.08%.
The three-year annualised return for the Eastspring fund is -15.47% compared with -1.39% for the Schroders fund.
Discrete calendar year performance
| Fund/Sector |
YTD* |
2021 |
2020 |
2019 |
2018 |
| Eastspring |
-20.13% |
-6.91% |
12.66% |
15.77% |
-14.26% |
| Schroder |
-16.08% |
7.65% |
16.27% |
14.28% |
-12.66% |
Source: FE Fundinfo. Annual returns in US dollars. *1 January 2022 – 16 November 2022
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