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
-
Investors turn to real estate for alternative income
-
Despite headwinds, ESG continues to perform
-
M&G Episode Macro shines after tough year
-
Who’s afraid of higher interest rates?
-
Thematic investment series: Innovative transformation cuts across “old” and “new” economy companies
-
Exciting opportunities in AI & Robotics outside of traditional tech
-
Conditions in the high yield market
-
Healthcare’s innovation shifts into high gear
-
Investment Ideas for 2021: Explore the untapped potential in China Small Companies
-
Tap into Japan’s post-pandemic growth trends
