The FSA Spy market buzz – 4 April 2025
BNY Mellon IM’s conversion; Elusive libertarian investing dream; Eastspring and Vontobel on tariffs; Wisdom of Larry Fink; Has the EU finally seen sense? Price of admission and much more.
HEAD-TO-HEAD: Janus Henderson vs Robeco
FSA compares the Henderson Horizon Global Property Equities Fund and the Robeco Property Equities Fund.
Ng does not hesitate in recommending the Henderson fund over the Robeco. While both, in principle, have a very similar investment approach, the Henderson fund has consistently delivered better returns, at a lower cost, although with slightly higher volatility.
Ng also pointed out the difference in the size of the management teams. “The Henderson fund has a stronger, better resourced team in the property equities area,” he said.
However, an investor for whom ESG integration is a priority would be better advised to choose the Robeco fund, Ng added.
Related Stories
Promoted Content
-
Thematic investment series: Innovative transformation cuts across “old” and “new” economy companies
-
Unmasking the dividend opportunity
-
Protected: From “FAANG” to “MAMAA” to “Magnificent 7” – what’s in a name?
-
Riding the wave of alternative income amongst HNWIs in APAC
-
How can a sustainable approach also ensure you don’t compromise performance?
-
M&G Episode Macro shines after tough year
-
Your Questions Answered by Federated Hermes Impact Opportunities
-
Investment Ideas for 2021: Explore the untapped potential in China Small Companies
-
Investors turn to real estate for alternative income
-
Fixed income – making ground in ESG as ETFs see rapid growth in AUM
