The FSA Spy market buzz – 4 April 2025
BNY Mellon IM’s conversion; Elusive libertarian investing dream; Eastspring and Vontobel on tariffs; Wisdom of Larry Fink; Has the EU finally seen sense? Price of admission 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.”
Related Stories
Promoted Content
-
Exciting opportunities in AI & Robotics outside of traditional tech
-
How ETFs offer an active way to drive sustainable returns
-
The future of mobility
-
Tap into Japan’s post-pandemic growth trends
-
Unmasking the dividend opportunity
-
M&G Episode Macro shines after tough year
-
Taking a thematic approach to harness disruption
-
Conditions in the high yield market
-
Step up your portfolio by doubling down on sectors set for long-term growth
-
Despite headwinds, ESG continues to perform
