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 Invesco Euro Equity fund defeats the AB Eurozone Equity Portfolio fund 5-1.
AB Eurozone Equity Portfolio fund
The fund seeks long-term capital growth by investing in stocks across the eurozone that offer compelling long-term return potential and attractive valuations.
Sector breakdown:
- Financials (17.24%)
- Industrials (13.63%)
- Healthcare (10%)
- Information Technology (9,9%)
- Consumer Discretionary (8.86%)
- Materials (8.84)
- Consumer Staples (8.72%)
- Energy (8.51%)
- Communication Services (5.98%)
- Utilities (5.57%)
Invesco Euro Equity fund
The objective of the fund is to outperform the MSCI EMU index in the long term. The fund seeks to achieve this through an active allocation to eurozone equities.
Sector breakdown:
- Financials (16.7%)
- Industrials (14.1%)
- Healthcare (12.7%)
- Information Technology (10.4%)
- Utilities (9.8%)
- Energy (9.7%)
- Materials (7.8%)
- Communication Services (6.7%)
- Others (11.2%)
- Cash (0.8%)
