For products available for sale in Hong Kong and/or Singapore, the upgrades include JP Morgan funds and downgrades include Axa and I-Shares vehicles.
Tag: Morningstar
Asia’s ESG funds attract nearly $1bn in Q1
Inflows were seen across all major markets, but a Pinebridge fund in Taiwan led with almost half of all inflows.
Fixed income outflows hit $38.8bn
In Hong Kong and Singapore, investors exited many of the fixed income funds they had poured into previously when seeking income.
Study: too many hidden costs in Asia funds
Fund investors in Hong Kong and Singapore benefit from zero tax, but suffer from embedded costs, according to a Morningstar report.
Malaysia investors bet on themes in Q1
They include products managed by Jupiter Asset Management, Blackrock and Principal Asset Management.
Taiwan’s foreign players struggle in Q1
But there are a few winners, including Pinebridge’s ESG quant fixed income product, which had sizable inflows during the first quarter.
An unsung advantage of passive funds
Fraud revealed at China’s Luckin Coffee spotlights an advantage of ETF and index funds over active funds, but there is a tradeoff.
Thai investors flee to cash
But several fund categories broke the trend and had net inflows during the first quarter.
Asia employs more female fund managers
Globally, the gender-balance in the fund industry looks much like it did 20 years ago, but Asia has moved ahead of other regions, according to Morningstar.
Thematic funds warning
It is important for investors to understand if a theme is a valid strategy for the long-term or just a short-term fad, according to a Morningstar report.
