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.
Mutual fund Top Trumps – US small-cap equity
This week FSA presents a quick comparison of two US small-cap equity funds: the Legg Mason Royce US Small Cap Opportunity Fund and the Threadneedle American Smaller Companies Fund.
Source: FE
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.
Related Stories
Promoted Content
-
Investment Ideas for 2021: Explore the untapped potential in China Small Companies
-
China’s post-pandemic growth gathers pace
-
Fixed income – making ground in ESG as ETFs see rapid growth in AUM
-
Driving decarbonisation: how to access new forms of alpha
-
Federated Hermes SDG Engagement Equity: 2021 H1 Report
-
Ninety One: Finding opportunities in times of change
-
Conditions in the high yield market
-
Step up your portfolio by doubling down on sectors set for long-term growth
-
Who’s afraid of higher interest rates?
-
Tech WELLcovered | Work reimagined
