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 Schroder International Selection Fund Global Energy defeats the BlackRock World Energy fund 4-2.
BlackRock World Energy fund
The fund invests globally at least 70% of its total assets in the equity securities of companies the main business of which is in, the exploration, development, production and distribution of energy.
Top 10 holdings:
- Shell (9.9%)
- Exxon Mobil (9%)
- ConocoPhillips (7.3%)
- Williams Companies (5.7%)
- Total Energies (5.7%)
- Cheniere Energy (4.9%)
- EOG Resources (4.8%)
- Targa Resources Corp (4.3%)
- Canadian Natural Resources (4.2%)
- Chevron Corp (4.1%)
Schroder International Selection Fund Global Energy
The fund aims to provide capital growth in excess of the MSCI World SMID Energy index after fees have been deducted over a three to five-year period by investing in equity and equity related securities of companies in the energy sector.
Top 10 holdings:
- Coterra Energy (5.1%)
- Repsol (4.7%)
- Technip Energies (3.7%)
- BP (3.7%)
- APA Corp (3.6%)
- Schlumberger (3.6%)
- Equinor (3.3%)
- Shell (3.2%)
- Neste (3.1%)
- Ovintiv (3.1%)
