Posted inTop Trumps

Top Trumps: US equities – 24 April 2025

This week FSA provides a quick comparison of two US equities funds: the BlackRock GF US Growth fund and the JPM US Growth fund.
by Fund Selector Asia
Source: FE Fundinfo. All relevant fund data converted to US dollars for comparative purposes. Performance, alpha and volatility are annualised over three years with data as reported at the end of last month. Information ratio (IR) aims to measure a portfolio manager’s consistent ability to generate excess returns relative to a benchmark. The higher the IR, the more consistent the manager is.

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 JPM US Growth fund defeats the BlackRock GF US Growth fund: 6-0

BlackRock GF US Growth fund

The fund aims to maximise the return on investment through a combination of capital growth and income in a manner consistent with the principles of ESG investing.

Top 10 holdings:

  1. Nvidia (9.7%)
  2. Amazon (9.4%)
  3. Microsoft (7.5%)
  4. Apple (6.5%)
  5. Meta (5.8%)
  6. Visa (5.0%)
  7. Broadcom (4.6%)
  8. Eli Lilly (4.3%0
  9. Netflix (3.7%)
  10. Alphabet (3.5%)

JPM US Growth fund

The fund aims to provide long-term capital growth by investing primarily in a growth style biased portfolio of US companies.

Top 10 holdings

  1. Microsoft (6.8%)
  2. Nvidia (6.6%)
  3. Amazon (6.5%)
  4. Meta (6.2%)
  5. Apple (5.3%)
  6. Alphabet (4.6%)
  7. Netflix (3.5%)
  8. Mastercard (3.4%)
  9. Visa (3.0%)
  10. Tesla (2.7%)

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