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 Matthews Asia China fund defeats the Amundi China Equity fund 4-2.
Amundi China Equity fund
The fund mainly in equities of companies based in, or that do most of their business in, the People’s Republic of China, and that are listed on stock markets there or in Hong Kong.
Sector breakdown:
- Consumer discretionary (41.69%)
- Communication Services (17.34%)
- Financials (12.49%)
- Industrials (7.33%)
- Consumer staples (4.9%)
- Healthcare (3.6%)
- Real estate (3.46%)
- Information Technology (2.4%)
- Energy (2.09%)
- Materials (1.71%)
Matthews Asia China fund
The fund seeks to achieve its investment objective by investing, directly or indirectly, primarily (i.e., at least 65% of its net assets) in equities of companies located in or with
substantial ties to China.
Sector breakdown:
- Consumer Discretionary (32.4%)
- Financials (17.5%)
- Communication Services (14%)
- Consumer Staples (8.6%)
- Industrials (6.9%)
- Real Estate (6.6%)
- Information Technology (4.2%)
- Health Care (4%)
- Energy (3.2%)
- Utilities (1%)
