✔ 最佳答案
Depending of what you are looking for as both are doing well. The main difference between the two are as follow,
1) Baring Hong Kong China Fund
- It tracks the MSCI China index closely. So if you are okay with index like return, this is not a bad idea for you
- It holds bigger capital stocks than First State, and Baring is bit more conservative than First State on stock picks
2) First State China Growth
- The fund manager is willing to take extra risk of getting into smaller China stocks than Baring, so the performace could deviation from the China index positively or negatively.
- The performance so far is better than Baring but investor has to keep in mind that the fund is taking more active risk than the Baring fund.
To summarise my point,
- To consider buying any of the two funds, you must be interested into investing China.
- If you want the fund only to track the China market index, Baring would be a better choice for you as the risk of not able to track the index is less.
- However, if you are able to take an extra risk of allowing the fund manager to enter exotic China investment ideas, First State would be the choice for you.
- Most importantly, I think you have to make sure to monitor the china economy and exit at the right moment as it is always the profit that counts here!
Cheers
參考: I analysis investment funds in private banking