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 Goldman Sachs Japan Equity fund defeats the Capital Group Japan Equity fund 4-2.
Capital Group Japan Equity fund
The fund seeks to achieve long-term growth of capital by investing normally in
companies domiciled and/or having their principal place of business in Japan.
Top 10 holdings:
- Daiichi Sankyo (3.7%)
- Tokyo Electron (3.6%)
- Itochu (3.1%)
- Recruit Holdings (3%)
- Keyence (3%)
- Shin-Etsu (2.8%)
- SMC (2.7%)
- Sony Group (2.6%)
- Resona Holdings (2.5%)
- NTT (2.5%)
Goldman Sachs Japan Equity fund
The fund consists of a diversified portfolio of stocks of companies established, listed or traded in Japan. Other than directly investing in companies, the fund may also invest in other financial instruments to implement the investment strategy.
Top 10 holdings:
- Toyota Motor (5.29%)
- Sony Group (4.8%)
- Mitsubishi UFJ Financial Group (3.58%)
- Hitachi (2.75%)
- Itochu Corporation (2.67%)
- Orix (2.54%)
- Keyence Corp (2.46%)
- Shin-Etsu Chemichal (2.27%)
- Sumitomo Corporation (2.16%)
- Recruit Holdings (2.14%)
