The FSA Spy market buzz – 3 May 2024
Catholic principles investment, Brown Advisory and ESG, Robotics and automation fun, China’s little bounce, Frontier investing excitement, Zero downside in wonderland, Bambu’s demise and much more.
Both the Jupiter Merian and NB funds are highly rated by Morningstar. The Jupiter Merian offering receives a four-star rating and an analyst rating of Bronze, while the NB fund receives three stars and also a Bronze analyst rating.
Poole believes that both funds are good offerings, given that both are supported by an experienced team and have been consistent with their performance. However, he has a slight preference towards the NB fund, in which Oreana is invested in.
“We invest in the NB fund because it’s a core North American US equity fund that gives you access not just to the larger companies but across the market-cap spectrum. We are certainly happy with its performance over time.
“That said, I think the Jupiter Merian offering has proven time and time again that it is a great quant fund, and is something that does protect on the downside and has generated consistently good returns.”
Catholic principles investment, Brown Advisory and ESG, Robotics and automation fun, China’s little bounce, Frontier investing excitement, Zero downside in wonderland, Bambu’s demise and much more.
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