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 vs Matthews Asia
FSA compares the JP Morgan Pacific Securities Fund and the Matthews Asia Asia Dividend Fund.
Conclusion
Both funds have the highest FE Crown Rating of five. Ng noted that the JP Morgan fund is included in FE’s list of 100 recommended mutual funds available to investors in Hong Kong.
The top 100 list is based on the FE Crown Rating, which takes into account the fund’s performance, consistency and risk control. Before making a decision on inclusion of a fund to the list, the research also considers qualitative factors, such as management changes.
“Both funds are reliable products for investors who want exposure to Asia-Pacific equities. Their processes are able to select the quality stocks using different approaches,” Ng said.
The JP Morgan fund is more exposed to growth stocks while the Matthews Asia fund is more defensive. Therefore, Ng suggested that investors should take into account the market environment as well as their own investment style preference when considering the funds.
For investors seeking income generation in the equity sector, the Matthews Asia fund is the more suitable consideration of the two, Ng said. The JP Morgan fund can, however, provide exposure to some faster-growing sectors, he added.
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