The FSA Spy market buzz – 22 November 2024
Dimensional excludes the Middle Kingdom; JP Morgan’s optimistic outlook; Household wealth is rocketing; Schroders is thinking about privates; Ninety One’s pithy AI; German woes and much more.
Source: FE. The passive funds are registered for sale in Hong Kong.
All figures are for three-year annualised performance except tracking difference, which is one year. Data is to the end of June 2017.
The three-year performance and volatility figures represent a comparison between the two index funds and not the funds against their own indices.
Therefore, one ETF may outperform the other but underperform its own benchmark index, as is the case for the above Pictet product.
The respective index performance and index volatility for both funds are listed in the table for reference.
Dimensional excludes the Middle Kingdom; JP Morgan’s optimistic outlook; Household wealth is rocketing; Schroders is thinking about privates; Ninety One’s pithy AI; German woes and much more.
Part of the Mark Allen Group.