The FSA Spy market buzz – 12 April 2024
Equity that is not Kool, Abrdn’s fund closures, Lombard Odier loves private markets, China’s ugly debt graph, Mountainous interest rate analogies, US housing costs, Gold smuggling, Advertising and much more.
Mutual Fund Top Trumps – UK equities
This week FSA presents a quick comparison of two UK equity products: the SJP UK Growth Fund and the Threadneedle UK Equity Opportunities 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
-
Investment Ideas for 2021: Explore the untapped potential in China Small Companies
-
Taking a thematic approach to harness disruption
-
Your Questions Answered by Federated Hermes Impact Opportunities
-
Smartphones on wheels
-
China’s post-pandemic growth gathers pace
-
Nuveen broadens income sources via private capital and real assets
-
Fixed income – making ground in ESG as ETFs see rapid growth in AUM
-
Conditions in the high yield market
-
Dynamism is the name of the game for this global macro strategy
-
An investment opportunity for the coming decades: the environment
