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 Franklin Gold and Precious Metals fund defeats the Invesco Gold & Special Minerals fund 4‐2.
Franklin Gold and Precious Metals fund
The fund pursues an actively managed investment strategy and invests mainly in equity and equity-related securities issued by companies of any size and in any country, including emerging markets, that are involved in the mining, processing or trading of gold and other precious metals.
Geographical weighting:
- Canada (54.5%)
- Australia (26.9%)
- USA (5.7%)
- UK (4.8%)
- South Africa (3.1%)
- Burkina Faso (2.3%)
- Turkey (0.8%)
- Others (0.8%)
- Cash & Cash Equivalents (1%)
Invesco Gold & Special Minerals fund
The fund invests primarily in the equity and equity related securities of companies
engaged predominantly in exploring for, mining, processing, or dealing and investing in gold and other precious metals such as silver, platinum and palladium, as well as diamonds, worldwide.
Geographical weighting:
- Canada (43.3%)
- Australia (25.1%)
- USA (10.2%)
- South Africa (4.5%)
- Democratic Republic of Congo (3.4%
- UK (2.6%)
- Burkina Faso (2%)
- China (1.9%)
- Others (4.8%)
- Cash (2.1%)
