The FSA Spy market buzz – 19 April 2024
Doom and gloom on China, Peaks and troughs from First Sentier, Ninety-One looks at failure, Lombard Odier’s good news, Corporate jargon hell, Visit cheap Japan and much more.
Mutual Fund Top Trumps – North America equities
This week FSA presents a quick comparison of two North America equity products: the MFS Meridian US Concentrated Growth Fund and the UBS (Lux) Equity SICAV - US Total Yield (USD) Fund.
Source: FE Fundinfo
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.
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