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.
Greater China Top Trumps – HK dollar fixed income
FSA compares the largest fixed income funds available for sale in Hong Kong by AUM: the BOCHK HK Dollar Income Fund and Schroder ISF Hong Kong Dollar Bond Fund.
Source: FE
All relevant fund data converted to US dollars for comparative purposes.
Performance, alpha and volatility are annualised over three years with data as reported at the end of last month.
Information ratio aims to measure a portfolio manager’s consistent ability to generate excess returns relative to a benchmark. The higher the IR, the more consistent the manager is.
The Comgest fund is available for sale to professional investors only.
Related Stories
Promoted Content
-
China bonds: plugging the yield gap
-
Who’s afraid of higher interest rates?
-
Turning environmental hopes into investment reality
-
How ETFs offer an active way to drive sustainable returns
-
Tech WELLcovered | Work reimagined
-
The year of living dangerously for income investors
-
Federated Hermes SDG Engagement Equity: 2021 H1 Report
-
Taking a thematic approach to harness disruption
-
How can a sustainable approach also ensure you don’t compromise performance?
-
Driving decarbonisation: how to access new forms of alpha
