The FSA Spy market buzz – 3 May 2024
Catholic principles investment, Brown Advisory and ESG, Robotics and automation fun, China’s little bounce, Frontier investing excitement, Zero downside in wonderland, Bambu’s demise 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.
Both funds are offshore-regulated.
Related Stories
Promoted Content
-
Riding the wave of alternative income amongst HNWIs in APAC
-
Conditions in the high yield market
-
Sustainable Investing in Changing Market Conditions
-
Accessing Asian 5G innovation: three key portfolio themes
-
Dynamism is the name of the game for this global macro strategy
-
Nuveen broadens income sources via private capital and real assets
-
Smartphones on wheels
-
Step up your portfolio by doubling down on sectors set for long-term growth
-
Driving decarbonisation: how to access new forms of alpha
-
Unmasking the dividend opportunity
