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.
This week, the Schroder International Selection Taiwanese Equity fund defeats the JP Morgan Taiwan fund 4-2.
JP Morgan Taiwan fund
The fund aims to provide long-term capital growth by investing primarily in Taiwanese companies.
Top 10 holdings:
- Taiwan Semiconductor (9.4%)
- Hon Hai Precision (6.9%)
- MediaTek (6.6%)
- Quanta Computer (5.6%)
- CTBC Financial (3.4%)
- Accton Technology (3.1%)
- Yuanta Financial Holding (2.6%)
- Largan Precision (2.6%)
- E.Sun Financial (2.5%)
- Yageo (2.4%)
Schroder International Selection Taiwanese Equity fund
The fund aims to provide capital growth in excess of the TAIEX Total Return Index after fees have been deducted over a three to five-year period by investing in equities of Taiwanese companies.
Top 10 holdings:
- Taiwan Semiconductor Manufacturing Co (9.8%)
- Hon Hai Precision Industry Co (9.4%)
- MediaTek (6.8%)
- Delta Electronics (5.1%)
- Chunghwa Telecom Co (3.3%)
- ASE Technology Holding Co (3.2%)
- Merida Industry Co (3%)
- Largan Precision Co (2.9%)
- CTBC Financial Holding Co (2.7%)
- Cathay Financial Holding Co (2.7%)
