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 JP Morgan Global Convertibles Conservative fund defeats the BNP Paribas Global Convertibles fund 4-2.
BNP Paribas Global Convertibles fund
The fund seeks to increase the value of its assets over the medium term by investing in convertible bonds issued by companies from all over the world or by getting exposure to such asset class through the use of fixed income instruments and financial derivative instruments.
Top 10 countries:
- USA (67.17%)
- Japan (4.36%)
- Germany (3.84%)
- France (3.48%)
- Korea (3.32%)
- Italy (2.01%)
- Hong Kong (1.75%)
- Switzerland (1.62%)
- India (1.52%)
- Spain (1.48%)
JP Morgan Global Convertibles Conservative fund
The fund aims to provide a return by investing primarily in a diversified portfolio of convertible securities globally.
Top 10 countries:
- USA (38.2%)
- France (16.7%)
- Hong Kong (10.7%)
- Germany (8.7%)
- UK (6.4%)
- UAE (4%)
- Cash & Equivalents (3%)
- New Zealand (2.9%)
- Netherlands (2.1%)
- Spain (2.1%)
