Posted inHead To Head

HEAD-TO-HEAD: JP Morgan AM versus Schroders

FSA compares two Japan equity products: The JP Morgan Japan Equity Fund and the Schroder ISF Japanese Equity Fund.
by Francis Nikolai Acosta

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CONCLUSION

The JP Morgan fund receives a five-star Morningstar rating and an analyst rating of Bronze, while the Schroders fund gets two stars and a Neutral analyst rating.

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

Lo prefers the JP Morgan fund, noting that it has a higher analyst rating than the Schroders offering.

“We have a stronger conviction and preference over the JP Morgan fund. The process is well-structured and has been time-tested.

“For the Schroders fund, we like the manager and have gradually built conviction in him and the team. But on the process side, we think that the value constraints may limit the manager’s ability to find investments with above-average growth and ROE,” he said.

That said, he noted that given their differences, they may cater to different investors. For example, investors looking for growth investments may consider the JP Morgan fund, while the Schroders fund is more suitable for more valuation conscious investors or those who prefer products with lower volatility.

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