The FSA Spy market buzz – 6 June 2025
Animal spirits run wild; Franklin Templeton is taking credit; EM banking revolution; Not all luxury is equal; Death of search and the AI machine; George Soros on wins and much more.
HEAD-TO-HEAD: FSSA versus Schroders
FSA compares two Hong Kong equity products: the FSSA Hong Kong Growth Fund and the Schroders ISF Hong Kong Equity Fund.
Conclusion
Morningstar has awarded the FSSA product its top rating of five stars based on historical returns, and with a gold analyst rating. The firm gives the Schroders fund four stars, and a forward-looking analyst rating of silver.
FE Fundinfo, which bases its assessment on a fund’s three-year history of delivering alpha, minimising relative volatility and producing consistent returns, also awards the FSSA fund its top rating of five crowns and the Schroders product only three crowns.
“Both are excellent funds,” said Poole, “but I’m leaning towards the FSSA product”.
“Lau’s emphasis on reasonable valuations means there is likely to be more upside potential,” he said.
“However, the Schroders’ inclination to take on more risk provides an opportunity if the Hong Kong market trends significantly higher.”
Related Stories
Promoted Content
-
Smartphones on wheels
-
Tech WELLcovered | Work reimagined
-
An investment opportunity for the coming decades: the environment
-
Sourcing resilient yield and income through short-dated credit
-
How can a sustainable approach also ensure you don’t compromise performance?
-
From “FAANG” to “MAMAA” to “Magnificent 7” – what’s in a name?
-
Step up your portfolio by doubling down on sectors set for long-term growth
-
Impact opportunities: investing to limit biodiversity loss
-
Taking a thematic approach to harness disruption
-
The year of living dangerously for income investors
