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.
HEAD-TO-HEAD: Fidelity vs M&G
FSA compares the Fidelity Emerging Markets Fund and the M&G Global Emerging Markets Fund.
The Fidelity fund receives a Morningstar analyst rating of Bronze and a four-star rating, while the M&G fund receives an analyst rating of Bronze and a two-star rating.
Morningstar’s analyst rating is a forward-looking analysis of a fund, while the star rating looks at historical risk-adjusted performance.
Commenting on the funds, she said she has no concerns about their investment processes or fund managers.
Tsymbaluk did not choose one fund over the other and said that she would recommend that investors use the two funds together.
“I would advise investors to use the two funds together to achieve a balanced portfolio, to be able to outperform, irrespective of the market environment,” she said, adding that it is tricky to predict which style will outperform.
She concluded that each fund promises a certain style of investing and each fund has consistently stayed with that style since launch. “One exhibits clear characteristics of value and the other of growth and that is important for us.”
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