Mutual fund Top Trumps – Consumer sector equity
By Fund Selector Asia, 16 May 18
This week FSA presents a quick comparison of two consumer products and services equity funds, the Invesco Global Leisure Fund and the Robeco Global Consumer Trends Equities Fund.
Fund returns in US dollars. 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.