Posted inHead To Head

HEAD-TO-HEAD: Fidelity versus First State

FSA compares two Greater China equity funds: the Fidelity Greater China Fund and the First State Greater China Fund.
by Francis Nikolai Acosta

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Conclusion

The Fidelity fund has a five-star Morningstar rating and an analyst rating of Bronze. The First State fund carries five-stars and a Gold analyst rating.

Morningstar’s star rating looks at historical risk-adjusted performance and the analyst rating is based on forward-looking analysis.

“We definitely like the First State Fund. It has a Morningstar analyst rating of Gold, which is our highest conviction call.”

The key points for the fund having the highest analyst rating include the investment team and consistent investment process, according to Share.

“You have an experienced manager managing the fund for a very long time, and the team’s incentives are aligned with investors.

“I also commend the team for sticking to their guns [regardless of any market environment],” she added.

That said, Share believes that the Fidelity fund could be a consideration for an investor’s portfolio.

“The Fidelity fund is more appealing for investors who are looking for something more diversified and something that looks similar to the benchmark, or those that do not want to take much active bets,” she said.

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