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 – US equity
This week FSA presents a quick comparison of two US equity funds: The MFS Meridian US Value Fund and the T Rowe Price US Large Cap Growth Equity 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
-
Tech WELLcovered | Work reimagined
-
Turning environmental hopes into investment reality
-
The future of mobility
-
Impact opportunities: investing to limit biodiversity loss
-
Don’t get left behind in fixed income
-
Step up your portfolio by doubling down on sectors set for long-term growth
-
Driving decarbonisation: how to access new forms of alpha
-
Thematic investment series: Innovative transformation cuts across “old” and “new” economy companies
-
Appetite for thematic investments grows amid rates and inflation concerns
-
China’s post-pandemic growth gathers pace
