Based on the popular 80s card game, each week we select an asset class and apply FE fundinfo data to compare two funds based on their three-year performance, assets under management, alpha, volatility, ongoing charges and information ratio to decide which is the Top Trump.
This week, the JPMorgan SAR European fund defeats the BlackRock GF European Value fund: 5-1
BlackRock GF European Value fund
The fund aims to maximise the return on your investment through a combination of capital growth and on income in a manner consistent with the principles of ESG investing. It invests at least 70% of its total assets in the shares of companies domiciled in, or the main business of which is in Europe.
Top 10 holdings:
- Siemens (3.5%)
- UniCredit (3.0%)
- Compagnie de Saint Goban (2.8%)
- Caixabank (2.8%)
- Lloyds (2.7%)
- Sanofi (2.6%)
- Weir (2.6%)
- Iberdrola (2.6%)
- Thales (2.3%)
- Gea Group (2.3%)
JPMorgan SAR European fund
The fund aims to provide investors with long term capital growth in US dollar terms through a portfolio consisting primarily of securities of companies based or operating principally in countries in Western Europe.
Top 10 holdings:
- SAP (2.8%)
- Novartis (2.7%)
- AstraZeneca (2.5%)
- Shell (2.3%)
- Roche (2.3%)
- Rolls-Royce (2.2%)
- Siemens (2.1%)
- UniCredit (2.1%)
- Banco Santander (2.0%)
- 3i Group (1.9%)
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