Posted inHead To Head

HEAD-TO-HEAD: Morgan Stanley vs Threadneedle

FSA compares two highly-rated global equity products: the Morgan Stanley Global Opportunity Fund and the Threadneedle Global Focus Fund.
by Rupert Walker

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Conclusion

Meatyard rates both funds highly, and her judgment is reflected in the top awards assigned to them by FE Analytics.

The Morgan Stanley fund’s bias towards major sector choices often works in its favour when markets are strong, but makes it vulnerable during periods of volatility. It could be a consideration for investors who can stomach volatility.

Although Threadneedle also has conviction on stock selections and allocations, it is less aggressive and the fund typically has a lower beta.

On balance, Meatyard prefers the Threadneedle fund as markets enter a year when volatility is expected to be strong after nearly ten years of relative calm. The scales are perhaps tipped in its favour by her enthusiasm for Dudding’s frankness, his willingness to explain his decisions and ability to put his hand up to mistakes.

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