HEAD-TO-HEAD: JP Morgan versus UBS

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Manager review

The JP Morgan fund has four designated managers, led by “the highly experienced Lilian Leung  and Shaw Yann Ho,” said Ng.

Leung began her career at Standard Chartered in 1996, and joined JP Morgan in 2010 where she is China country specialist within the Greater China team.

Ho was also at Standard Chartered where she worked as a credit analyst, and joined JP Morgan in 2011. She is a member of the global fixed income, currency and commodities group, head of Asia credit team and manages several fixed income portfolios.

Leung’s equity leadership is supported by Elizabeth Pang and Jason Pang helps Ho run the fixed income portfolio.

“Leung and Ho jointly decide allocation between equities and fixed income, and both have impressive track records,” said Ng.

In contrast, just one manager, Gian Plebani, determines the split between the two asset classes for the UBS fund.

“Plebani is in overall charge of strategy and asset allocation, with product and sector specialists responsible for individual stock and bond selection,” said Ng.

“He is a mixed asset expert and has many years’ experience,” Ng added.

Plebani is based in Hong Kong, and is a director at UBS Asset Management, where he has worked since 2014. He is also a member of the firm’s investment committee.

Meanwhile, the firm’s head of Asia-Pacific fixed income Hayden Briscoe makes the bond choices, incorporating his views on sector preferences, credit quality and duration positioning that he applies for the dedicated Asia and China fixed income funds he manages.

Bin Shi, who has managed the UBS Greater China Fund since April 2006, is responsible for individual equity selections. He is based in Hong Kong, and is a member of the firm’s global emerging market and Asia-Pacific equities team.

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