Macroscope: Why losing less means gaining more over the long term
Upside /downside capture ratios indicates by how much a portfolio or fund has outperformed its benchmark during periods of market strength and weakness respectively. An upside capture ratio of over 100 indicates that the fund generally outperformed the benchmark during positive market periods, while a downside capture ratio of less than 100 indicates that the fund lost less than its benchmark during negative market periods. Click here to read our latest market bulletin.
This information has been prepared by Luft Financial. Opinions expressed in this article are those of Luft Financial only and do not necessarily reflect those of iA Private Wealth. Furthermore, this does not constitute an offer or solicitation to buy or sell any of the securities mentioned. The information contained herein may not apply to all types of investors.
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News & commentary
December 2024 Portfolio Management Team Update
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November 2024 Portfolio Management Team Update
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October 2024 Portfolio Management Team Update
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