Posted inHead To Head

HEAD-TO-HEAD: Ninety One versus Schroders

FSA compares two Asia (ex-Japan) equity products: the Ninety One Asian Equity Fund and the Schroder ISF Asian Opportunities Fund.
by Francis Nikolai Acosta

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CONCLUSION

Both the Ninety One and Schroders funds are rated highly by Morningstar. The Ninety One offering receives a three-star rating and an analyst rating of Bronze, while the Schroders fund receives four stars and a Silver analyst rating.

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

Poole believes that both funds are strong offerings. However, he is leaning towards the Ninety One strategy in the near-to-medium term.

“Our view is that we are moving into an outlook where fundamentals are very strong, which would help normalise the Asian equities market and will provide more alpha opportunities.

“This environment will be really suitable for Ninety One’s 4Factor strategy, and there is a lot of potential upside from implementing that model.”

That said, he believes that the Schroders fund is more suitable for investors who more risk-averse.

“Certain investors might prefer the Schroders offering just because it hasn’t been that hurt so much by downside volatility and the turning points in the market. If you are worried about the economic or fundamental outlook over the medium term, you would probably lean away from the Ninety One fund and more to the Schroders offering,” he said.

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