Posted inHead To Head, News

HEAD-TO-HEAD: JP Morgan AM versus UBS AM

FSA compares two highly-rated China equity funds: the JP Morgan China Fund and the UBS China Opportunity Fund.
by Francis Nikolai Acosta

123456

Conclusion

Both the JP Morgan and UBS funds receive a five-star Morningstar rating and an analyst rating of Silver.

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

Liang does not prefer one fund over the other, given that the funds have the same analyst ratings.

“We have confidence in both strategies equally,” she said.

However, she believes that given their differences, the funds may appeal to different kinds of investors.

“Investors who want a more predictable performance may opt for the JP Morgan fund, given that it is more benchmark-aware,” she said.

“Those with a higher risk appetite may consider the UBS fund, as it is more benchmark-agnostic.”

However, Liang noted that investors who are looking at the UBS fund should consider its fund size, which is nearly $10bn.

“The fund has attracted a lot of inflows in the past few years. We always have concerns over the capacity of a strategy, but that said, we haven’t seen the manager compromise his core investment process when managing the fund.”

123456

Related Stories

FSA SPY

The FSA Spy market buzz – 22 November 2024

Dimensional excludes the Middle Kingdom; JP Morgan’s optimistic outlook; Household wealth is rocketing; Schroders is thinking about privates; Ninety One’s pithy AI; German woes and much more.

Part of the Mark Allen Group.