Posted inHead To Head

HEAD-TO-HEAD: First State versus Templeton

FSA compares the First State Asian Equity Plus Fund and the Templeton Asia Growth Fund.
by Francis Nikolai Acosta

123456

Conclusion

Poole did not say which fund he prefers, but noted that Oreana uses the First State fund for its client’s Asia-Pacific equity exposure.

“We are invested in the First State fund because we see it very much like a core Asia exposure. It has that downside protection that we like in a market that is inherently quite volatile,” he said.

Although the fund gives up a bit of performance during market rallies, Poole said that the Asia-Pacific equities market is a high beta market, which means that the fund can still provide returns that are in line with Oreana’s risk profile.

Turning to the Templeton fund, Poole believes that the product is more risky, which is reflected in the fund’s volatility over the last few years.

He noted that although the Templeton fund is not offered as a core offering, it is one of the products that is on the firm’s “approved list”.

“For investors with a higher risk profile, this product is an offering that they could consider,” he said.

123456

Related Stories

FSA SPY

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.

Part of the Mark Allen Group.