Fidelity International is the first major asset manager to make a switch to a “value for money” charging structure. The asset manager will give money back to clients when its funds underperform.
Tag: Fidelity
The FSA Spy market buzz – 21 July 2017
JP Morgan AM hires; Fidelity and the Asian financial crisis; Hedge funds live; HSBC thinks tech; Nordea’s AUM; OCBC gets honest; Neuberger joins the chorus; and much more.
HEAD-TO-HEAD: Fidelity vs First State
FSA compares the Fidelity India Focus Fund with the First State Indian Subcontinent Fund.
China’s de-risking push may signal big changes
The Chinese government’s warning on financial risk this week has put pressure on the country’s equity and bonds markets.
Active managers under pressure to show value
There’s room for active asset management and personal financial advice, despite the growth of passive and robo-advisors, according to panelists at Fund Forum Asia 2017 in Hong Kong.
HEAD-TO-HEAD: HSBC vs Fidelity
FSA compares two Asian high yield bond funds: the HSBC Asian High Yield Bond Fund and the Fidelity Asian High Yield Fund.
The FSA Spy market buzz – 24 February 2017
Legg Mason hires; Change at Navigator; UBS is doing well; Discretionary thoughts from ICBC and BEA; Vontobel researches; Fidelity vs Blackrock; Contrarians at Schroders and much more.
Morningstar Asia fund reviews and re-ratings – January 2017
Downgrades for Fidelity and Legg Mason, an upgrade for Threadneedle and coverage initiated on Capital Group.
Fidelity: A-shares not ready for MSCI indices
The June decision on whether China’s A-shares should be included on all MSCI global indices is unlikely to be positive, according to Tim Orchard, Fidelity International’s chief investment officer for Asia Pacific ex-Japan.
HEAD-TO-HEAD: Fidelity vs MFS
FSA compares two European equity funds: the Fidelity European Fund and MFS Meridian European Research Fund.
