The FSA Spy market buzz – 26 April 2024
Golden mystery, Next big Healthtech thing, Plastic everywhere, The Magnificent Seven wane, Dreary fund presentation hell, Putting The Economist in its place, A touch of Shakespeare and much more.
Mutual Fund Top Trumps – North America equities
This week FSA presents a quick comparison of two North America equity products: the SJP North American Fund and the Wells Fargo Worldwide US All Cap Growth 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.
Related Stories
Promoted Content
-
Thematic investment series: Innovative transformation cuts across “old” and “new” economy companies
-
An investment opportunity for the coming decades: the environment
-
The year of living dangerously for income investors
-
Smartphones on wheels
-
Appetite for thematic investments grows amid rates and inflation concerns
-
How can a sustainable approach also ensure you don’t compromise performance?
-
Accessing Asian 5G innovation: three key portfolio themes
-
Tap into Japan’s post-pandemic growth trends
-
Turning environmental hopes into investment reality
-
Investment Ideas for 2021: Explore the untapped potential in China Small Companies
