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 – Europe small/mid cap equities
This week FSA presents a quick comparison of two Europe Small/Mid Cap equity products: the Barings European Opportunities Fund and the Ostrum Europe Smaller Companies 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
-
Impact opportunities: investing to limit biodiversity loss
-
Investors turn to real estate for alternative income
-
Appetite for thematic investments grows amid rates and inflation concerns
-
China’s post-pandemic growth gathers pace
-
Despite headwinds, ESG continues to perform
-
The year of living dangerously for income investors
-
Your Questions Answered by Federated Hermes Impact Opportunities
-
Nuveen broadens income sources via private capital and real assets
-
Sustainable Investing in Changing Market Conditions
-
Don’t get left behind in fixed income
