Posted inHead To Head, News, Research

HEAD-TO-HEAD: Jupiter vs Matthews Asia

FSA compares the Jupiter China Select Fund and the Matthews Asia China Dividend Fund.
by Fund Selector Asia

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Conclusion

While the two products invest in China using different approaches, Ng prefers the Matthews Asia fund.

“The Matthews Asia fund has a consistency of outperformance compared to the Jupiter fund.”

He added that investors who want exposure to less volatile China-related companies could consider the Matthews Asia fund, which has had lower annualized volatility (13.37) than Jupiter (16.31) over a three-year period.

“The Matthews Asia fund has a bias towards small and mid-cap stocks, which helps insulate the portfolio from the macro volatility,” Ng said. “With recent volatility in Greater China markets, the team has proved that they have outstanding downside protection.”

The Jupiter fund is a better consideration for longer-term investors who prefer large-cap equities, which make up about 52% of the portfolio, Ng said.

The Jupiter team studies the relationship between a company and the potential benefits it can reap from China’s structural changes, Ng said. “Investors are expected to be more patient, as much time is required to translate the potential benefits into financial terms.”

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