Posted inHead To Head

HEAD-TO-HEAD: Franklin Sealand versus Invesco Great Wall

FSA compares two onshore mixed-asset products: The FTS China Prospect Mixed Assets Fund and the Invesco Great Wall Core Competence Mixed Securities Fund.
by Francis Nikolai Acosta

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CONCLUSION

The FTS fund receives a four-star Morningstar rating, while the IGW fund receives three stars.

Although Morningstar just released analyst ratings for onshore funds in China to its institutional clients, the firm cannot disclose them to the public due to local regulations.

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

Li believes that both funds have been consistent with their investment processes and are suitable for investors who are looking at growth-oriented strategies.

However, he prefers the IGW fund over the FTS offering.

“We prefer the IGW fund over the FTS fund, as we see the research team in IGW has been running smoothly for years.

“[As FTS is streamlining its research process with the additional headcount,] we would like to wait until things have been settled down for the team,” he said.

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