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 who is the Top Trump.
This week the the the BlackRock GF Future of Transport Fund defeats the Morgan Stanley Global Infrastructure Fund 5-1.
BlackRock GF Future of Transport Fund
Sector Breakdown:
- Technology (42%)
- Industrials (22.63%)
- Basic Materials (18.3%)
- Consumer Discretionary (10.9%)
- Cash and/or Derivatives (3.94%)
- Consumer Staples (2.04%)
Top 10 Holdings:
- LG Chem (3.76%)
- Albemarle Corp (3.74%)
- BYD (3.74%)
- Samsung SDI (3.73%)
- Infineon Technologies (3.73%)
- STMicroelectronics (3.71%)
- Aptiv (3.7%)
- Analog Devices (3.69%)
- TE Connectivity (3.5%)
- Union Pacific Corporation (3.46%)
Morgan Stanley Global Infrastructure Fund
Sector Breakdown:
- Oil & Gas Storage and Transportation (34.47%)
- Communications (15.46%)
- Electricity Transmission and Distribution (13.47%)
- Diversified (13.1%)
- Others (8.95%)
- Airports (5.29%)
- Water (4.83%)
- Toll Roads (3.37%)
- Cash (5.03%)
Top 10 Holdings:
- China Gas Holding (7.05%)
- GFL Environmental (5.63%)
- Vinci (5.22%)
- National Grid (5.07%)
- American Tower Corp (4.79%)
- Infrastrutture Wireless Italiane (4.4%)
- Enbridge (4.1%)
- Sempra (4.04%)
- Exelon Corp (3.31%)
- Cheniere Energy (3.19%)
