Mainly due to management team issues, products from Aberdeen and Parvest get downgraded and a Fidelity fund is placed under review.
Tag: Morningstar
Morningstar Asia fund reviews and re-ratings — July
An upgrade for a Meridian fund and some new ratings as coverage is initiated on products from Fidelity, HSBC and Blackrock.
The FSA Spy market buzz – 29 July 2016
Rumours at First State; Pimco and AGI hires; CSAM gets fixed; GIC gets real; Schroders at a record; AIA winning in China; Morningstar questions; OCBC woes, and much more.
Morningstar Asia fund reviews and re-ratings – June
A Blackrock fund gets an upgrade and new ratings for JPMorgan and Jupiter products.
Bogle warns Asian investors on smart beta hype
Smart beta has failed to beat traditional index funds over the long term, said John “Jack” Bogle, founder of Vanguard Group, in a live videolink at Morningstar’s event in Hong Kong last week.
Morningstar Asia fund reviews and re-ratings – May
Downgrade for HSBC; upgrades for Fidelity; coverage initiated on funds from JPMorgan and Schroders.
Morningstar Asia fund reviews and re-ratings – April
Downgrades for products from Allianz and Pimco; coverage initiated on funds from Aberdeen, JPM, Schroder and UBS.
Fund costs give you the best clue for outperformance – Morningstar
The cheaper a fund is, the better the chance it outperforms its peer group, a study by Morningstar has shown.
What are Russia portfolio managers missing?
The MSCI Russia Index has beaten nearly all Russia fund managers over the trailing three years.
Mainland IIs buy more onshore funds
In 2015, China’s institutional investors accounted for 56% of onshore China mutual fund assets, surpassing retail investors for the first time, according to Morningstar.
