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: JP Morgan AM versus Schroders
FSA compares two income-generating Asia equity products: The JP Morgan Asia Equity Dividend Fund and the Schroders ISF Asian Equity Yield Fund.
CONCLUSION
The JP Morgan fund receives a two-star Morningstar rating and an analyst rating of Neutral, while the Schroders product gets four stars and a Gold analyst rating.
Morningstar’s star rating looks at historically-adjusted performance and the analyst rating is based on forward-looking analysis.
Share prefers the Schorders fund over the JP Morgan offering.
“As indicated by the Morningstar Analyst rating of Gold (highest analyst rating), we prefer the Schroders fund and believe it has the most outperformance potential within its fund category. This is reflecting of our ‘High’ opinion on the people and process pillars, with the Schroders fund having used a well-codified investment approach that differentiates itself from the typical dividend-investing strategy.
“Nonetheless, we believe the JP Morgan fund, which is rated Neutral, also has a role to play in portfolios where investors are looking for a stricter income focus,” she said.
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