The FSA Spy market buzz – 22 November 2024
Dimensional excludes the Middle Kingdom; JP Morgan’s optimistic outlook; Household wealth is rocketing; Schroders is thinking about privates; Ninety One’s pithy AI; German woes and much more.
HEAD-TO-HEAD: Schroders versus UBS AM
FSA compares two China equity products: The Schroder ISF China Opportunities Fund and the UBS (Lux) Equity Fund – China Opportunity Fund.
CONCLUSION
The Schroders and the UBS AM funds are highly rated offerings. Morningstar gives the Schroders fund four stars and an analyst rating of Gold, while the UBS AM fund receives five stars and a Silver analyst rating.
Liu believes both funds are strong offerings and does not prefer one over the other.
“They are very good funds, and I recommend both to investors.”
Given the differences in their investment preferences, Liu suggests that investors should be more aware of their features to determine what would be more suitable for them.
“I would also recommend combining both funds. They have a different approach in selecting stocks, but both capture the growth opportunities in the Chinese equity market.”
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