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 the BlackRock GF US Mid-Cap Value fund defeats the Schroder ISF US Small & Mid Cap Equity fund 4-2.
BlackRock GF US Mid-Cap Value fund
The fund invests at least 70% of its total assets in the equity securities of mid-capitalisation companies domiciled in, or the main business of which is in, the US.
Sector breakdown:
- Financials (18.9%)
- Industrials (13.86%)
- Healthcare (12.59%)
- Consumer Discretionary (10.53%)
- Information Technology (9.43%)
- Consumer Staples (7.42%)
- Materials (6.32%)
- Utilities (6.01%)
- Energy (5.81%)
- Communication (2.68%)
Schroder ISF US Small & Mid Cap Equity fund
The fund aims to provide capital growth in excess of the Russell 2500 Lagged index after fees have been deducted over a three to five-year period by investing in equities of small- and mid-sized US companies.
Sector breakdown:
- Industrials (20.3%)
- Information Technology (15.8%)
- Financials (14.8%)
- Healthcare (13.6%)
- Consumer Discretionary (11%)
- Materials (5.8%)
- Real Estate (5%)
- Communication Services (3.5%)
- Energy (3.3%)
- Utilities (2.2%)
