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 – North America equities
This week FSA presents a quick comparison of two North America equity products: the AB Select US Equity Portfolio Fund and the Robeco BP US Premium Equities Fund.
Source: FE
All relevant fund data converted to US dollars for comparative purposes.
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
-
Investors turn to real estate for alternative income
-
Turning environmental hopes into investment reality
-
An investment opportunity for the coming decades: the environment
-
Tech WELLcovered | Work reimagined
-
How can a sustainable approach also ensure you don’t compromise performance?
-
How ETFs offer an active way to drive sustainable returns
-
Healthcare’s innovation shifts into high gear
-
Sustainable Investing in Changing Market Conditions
-
Smartphones on wheels
-
Accessing Asian 5G innovation: three key portfolio themes
