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 Franklin Global Convertible Securities fund defeats the JP Morgan Global Convertibles Conservative fund 4-2.
Franklin Global Convertible Securities fund
The fund invests mainly in convertible securities of any quality issued by corporations of any size located in any country (including lower quality securities such as unrated,
non-investment grade securities and securities in default) and common stock received upon conversion of convertible securities.
Geographical allocation:
- United States (80.1%)
- Spain (2.2%)
- France (2.2%)
- Belgium (2.1%)
- South Africa (2.1)
- Italy (2%)
- Australia (2%)
- China (1.9%)
- Other (3.4%)
- Cash & Cash Equivalents (2.1%)
JP Morgan Global Convertibles Conservative fund
The fund aims to provide a return by investing primarily in a diversified portfolio of convertible securities, globally.
Geographical allocation:
- United States (41.9%)
- France (13.3%)
- Germany (9.7%)
- Hong Kong (7.6%)
- UK (7.4%)
- Japan (3.9%)
- Spain (3.2%)
- Italy (2.5%)
- Korea (2.3%)
- Netherlands (2.1%)
