China Top Trumps – Taiwan equity funds
By Fund Selector Asia, 6 Dec 18
This week FSA presents a quick comparison of two Taiwan equity funds: the Schroder ISF Taiwanese Equity Fund and the Value Partners Taiwan Fund.
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.