The FSA Spy market buzz – 13 December 2024
M&G’s positive outlook; Wisdom from Schroders’s podcast; Alliance Bernstein on the power of curiosity; Janus Henderson on responsible AI; China’s retirement revolution; Apple and much more.
HEAD-TO-HEAD: Invesco versus Schroders
FSA compares the Invesco Greater China Equity Fund and the Schroder ISF Greater China Fund.
Conclusion
The Invesco fund receives a Morningstar analyst rating of Bronze and a four-star rating, while the Schroders fund receives the higher Silver analyst rating and a five-star rating.
Morningstar’s analyst rating is a forward-looking analysis of a fund, while the star rating looks at historical risk-adjusted performance.
Share did not say which fund she prefers, but instead referred to the analyst rating.
“The team is one factor that contributes to Schroders’ Silver rating,” she said, adding that what sets the firm apart from Invesco is having dedicated Greater China analysts.
With the Invesco fund, she likes the experience of the fund manager and his consistency with his investment process.
A choice between the two comes down to risk appetite. If investors are looking for more of a core holding biased toward quality large-caps that does not stray too far from the index, then the Schroders fund would be a consideration, Share said.
“But if an investor wants to take more risk and would like to have small-to-mid cap exposure with more upside potential, then the Invesco Fund would be [worth considering].”
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