The FSA Spy market buzz – 13 December 2024
M&G’s positive outlook; Wisdom from Schroders’s podcast; Alliance Bernstein on the power of curiosity; Janus Henderson on responsible AI; China’s retirement revolution; Apple and much more.
Mutual fund Top Trumps – Japan small/mid cap equity
This week FSA presents a quick comparison of the Invesco Nippon Small/Mid Cap Equity Fund and the JPMorgan Japan Smaller Company (Yen) Fund.
Source: FE
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
-
Sustainable Investing in Changing Market Conditions
-
Accessing India’s tech future
-
Tap into Japan’s post-pandemic growth trends
-
M&G Episode Macro shines after tough year
-
Despite headwinds, ESG continues to perform
-
Your Questions Answered by Federated Hermes Impact Opportunities
-
Dynamism is the name of the game for this global macro strategy
-
The year of living dangerously for income investors
-
Taking a thematic approach to harness disruption
-
Investment Ideas for 2021: Explore the untapped potential in China Small Companies
