The FSA Spy market buzz – 30 May 2025
Korean AI-driven investing, The wisdom of Nvidia, Goldman Sachs and active good news, The sheer size of the top ten, Ferris Bueller and Trump’s tariffs, A trillion here - a trillion there, and much more.
HEAD-TO-HEAD: Merian versus Schroders
FSA compares two UK equity products: the Merian UK Alpha Fund and the Schroder ISF UK Equity Fund.
Conclusion
Morningstar, whose criteria is based on historical risk-adjusted returns, has awarded the Merian fund three-stars.
Under its enhanced rating methodology, which places an emphasis on fees and benchmark-relative performance, the strategy also earns a Morningstar analyst rating of silver.
FE Fundinfo, which bases its assessment on a fund’s three-year history of delivering alpha, minimising relative volatility and producing consistent returns, is less impressed and has awarded the fund one crown.
The firm rates the Schroder fund with the same one crown, but Morningstar has not assigned it a rating.
“Given Buxton’s experience, and the fact that he has managed to keep up better with the stock market over the period despite the style headwind, we would pick the Merian fund,” said Chelsea Financial Services’ McDermott.
“It has also simply outperformed the Schroder fund,” he said.
Related Stories
Promoted Content
-
Your Questions Answered by Federated Hermes Impact Opportunities
-
Conditions in the high yield market
-
Step up your portfolio by doubling down on sectors set for long-term growth
-
Unmasking the dividend opportunity
-
M&G Episode Macro shines after tough year
-
Tap into Japan’s post-pandemic growth trends
-
An investment opportunity for the coming decades: the environment
-
Fixed income – making ground in ESG as ETFs see rapid growth in AUM
-
The year of living dangerously for income investors
-
Riding the wave of alternative income amongst HNWIs in APAC
