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 Schroder International Selection Fund Taiwanese Equity defeats the JP Morgan Funds – Taiwan Fund 5-1.
JP Morgan Funds – Taiwan Fund
The JP Morgan Funds – Taiwan Fund aims to provide long-term capital growth by investing
primarily in Taiwanese companies.
Top 10 holdings:
- Taiwan Semiconductor Information Technology (9.6%)
- Quanta Computer Information Technology (5.5%)
- Hon Hai Precision Information Technology (5.4%)
- Delta Electronics Information Technology (4.8%)
- Fubon Financial Financials (3.9%)
- Mega Financial Financials (3.4%)
- Cathay Financial Financials (3.4%)
- E.Sun Financial Financials (3.4%)
- CTBC Financial Financials (3.3%)
- MediaTek Information Technology (2.9%
Schroder International Selection Fund Taiwanese Equity
The Schroder International Selection Fund Taiwanese Equity aims to provide capital growth in excess of the TAIEX Total Return Index after fees have been deducted over a three to five year period by investing in equities of Taiwanese companies.
Top 10 holdings:
- Taiwan Semiconductor Manufacturing Co (9.5%)
- Hon Hai Precision Industry Co (6.7%)
- MediaTek (5.2%)
- Delta Electronics (4.7%)
- Cathay Financial Holding Co (4.3%)
- Chroma ATE (4%)
- Chunghwa Telecom Co (3%)
- Largan Precision Co (2.9%)
- CTBC Financial Holding Co (2.6%)
- ASE Technology Holding Co (2.5%)
