The cheaper a fund is, the better the chance it outperforms its peer group, a study by Morningstar has shown.
Tag: Morningstar
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.
The peculiarities of China bonds
Returns from mainland funds might look attractive to overseas investors, but be aware of the differences in product design and investment style, said Morningstar China director of manager research, Rachel Wang.
Morningstar in research team reshuffle
Morningstar has realigned its manager research team through a series of appointments, including some in Asia.
Morningstar Asia fund reviews and re-ratings – March
Products from GAM, Pictet and Stewart Investors are rated in this month’s report.
Morningstar picks China southbound MRF funds
The research firm has recommended 22 onshore China funds that are MRF-approved or waiting approval for sale in Hong Kong.
Asia the top region among dwindling global fund inflows – Morningstar
Asia showed the strongest organic growth of fund inflows at 18.6% among the regions analysed by Morningstar in its annual research paper on flows.
Morningstar Asia fund reviews and re-ratings – February
Forward-looking ratings adjustments for Fidelity, JP Morgan, Invesco, Henderson and Schroders products, largely due to fund manager changes.
Morningstar launches ESG ratings for funds
The research firm has introduced a rating system that helps investors evaluate funds based on environmental, social and governance factors.
