Based on the popular 80s card game, each week we select an asset class and use 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.
Eastspring Inv Japan Dynamic fund
The Fund seeks to generate long-term capital growth through a concentrated portfolio of the team’s highest conviction investment ideas. The team employs a disciplined, priced focused approach anchored around relative valuation to identify and exploit behavioural sources of mispricing.
Sector breakdown:
- Industrials (21.8%)
- Consumer discretionary (17.8%)
- Materials (16.2%)
- Financials (14.0%)
- IT (11.8%)
- Real estate (7.2%)
- Healthcare (5.6%)
- Consumer staples (5.0%)
Fidelity Japan Value fund
The fund aims to achieve capital growth over time, following a bottom-up, stock selection focused approach that places emphasis on valuation analysis. While stock selection is driven by bottom-up valuation analysis, through the portfolio construction process he manages the overall exposure to macroeconomic risks, including currency, interest rates and commodity prices.
Sector breakdown:
- Electrical appliances (20.4%)
- Construction (9.0%)
- Banks (8.5%)
- Chemicals (7.8%)
- Machinery (6.8%)
- Transportation equipment (6.0%)
- Wholesale trade (5.9%)
- Retail trade (4.0%)
- Glass and ceramics products (3.3%)
- Land transportation (3.3%)
