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 HSBC Asset Management Global Real Estate Equity fund defeats the Robeco Sustainable Property Equities fund 4-2.
HSBC Asset Management Global Real Estate Equity fund
The fund aims to provide long-term capital growth and income by investing in shares of
companies related to the real estate industry while promoting environmental, social and
governance characteristics. The fund qualifies under Article 8 of SFDR.
Top 10 holdings:
- Prologis (6.86%)
- Invitation Homes (3.37%)
- CapitaLand (3.05%)
- Segro (2.88%)
- Warehouses De Pauw (2.83%)
- Regency Centers Corp (2.8%)
- Federal Realty Investment Trust (2.74%)
- Kimco Realty Corp (2.68%)
- Welltower (2.66%)
- Realty Income Corp (2.65%)
Robeco Sustainable Property Equities fund
This is an actively managed fund that invests in stocks in developed countries across the world. The fund identifies strong global property trends first. Within these trends, the fund aims to select the property companies with the best prospects.
Top 10 holdings:
- Prologis (8.54%)
- Equinix (6.74%)
- Extra Space Storage (3.97%)
- Simon Property Group (3.88%)
- Welltower (3.82%)
- AvalonBay Communities (3.13%)
- Equity LifeStyle Properties (3.02%)
- American Homes 4 Rent (2.95%)
- Kimco Realty Corp (2.76%)
- Federal Realty Investment Trust (2.65%)
