Newsletter

Trendscout news issue 16 - Attention shifts from Indian to Chinese equities

July 19, 2017

Notably investors based in Asia showed more interest for Chinese equity funds

UBS (Lux) Equity Fund - China Opportunity has experienced increasing attention from investors domiciled in Asia and through channels like UBS and local Asian banks. Hong Kong based JPMorgan China Income Fund has seen a nice upswing thanks to demand from local Asian banks. Active funds from Neuberger Berman and First State as well as trackers from iShares and Deutsche Bank have also seen increased interest from investors domiciled in Europe.

Demand for Indian equities has been dragged down particularly by the funds of Goldman Sachs and Aberdeen. The former has lost attention within Global, Swiss and public channels and in most investor domiciles except Spain. The Aberdeen funds, on the contrary, lost attention amongst Spanish investors.

Trendscout graph July 2017

% share of document downloads across these two categories over 1 year within European and Asian sales channels

 

Other trendscout highlights

  • Interest for government bond funds has recently stabilised after months of decline
  • M&G Optimal Income is on the rise in Spain and Italy
  • Within passive funds, Euroland equities has been the market with highest growth in interest since early spring

Categories gaining attention

  • Equity Euroland
  • Bond World Aggregate
  • Equity China

Categories losing attention

  • Equity USA
  • Bond World High Yield
  • Equity Switzerland

Funds gaining attention

  • PIMCO GIS Income
  • Pictet Security
  • PIMCO Global Investment Grade Credit
  • M&G Optimal Income Fund
  • Legg Mason Western Asset Macro Opportunities Bond

View our Trendscout tutorial video

Trendscout is a self-service fund analytics web application developed and licensed by fundinfo. It measures investor’s interest in funds based on online views of our 20+ million fund documents database. For a quick introduction to the features and benefits of Trendscout, click here to view a tutorial video.

With Trendscout, you can:

  • Identify the source of interest in your funds based on investor domicile or sales channel
  • Analyse the results of your marketing activities by region
  • Compare the interest in your funds with each other, or with your competitor’s funds
  • Examine the interest in individual funds or fund categories over time


For additional details, visit the Trendscout website, or download the flyer.