Posted inHead To Head

HEAD-TO-HEAD: Fidelity vs Investec

FSA compares two global equity funds: the Fidelity World Fund and the Investec Global Strategic Equity Fund.
by Francis Nikolai Acosta
Global equity funds

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Luke Ng, FE Advisory Asia

Global volatility returned in February and most equity markets were down for the month. The annual outlook for global equities in general remains positive, but industry sources are expecting more turbulence this year after multiple years of historically low volatility.

Virginie Maisonneuve, Singapore-based chief investment officer at Eastspring Investments, said previously that the fundamental picture for equity markets is still strong in 2018 and a “synchronised, broad recovery” continues.

However, she added that investors should monitor and tactically adjust investments this year as volatility returns.

Tuan Huynh, Singapore-based chief investment officer and head of discretionary portfolio management for Asia-Pacific at Deutsche Bank Wealth Management, prefers equities over fixed income because of rising interest rates and their effect on bond yields.

He said the forecast for global equity returns in 2018, on average, are in the 6-12% range while fixed income is predicted to be around 3%.

Against this backdrop, FSA asked Luke Ng, senior vice president at FE Advisory Asia, to compare two global equities funds: the Fidelity World Fund and the Investec Global Strategic Equity Fund.

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