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Top Trumps: Europe (ex UK) equities – 15 May 2025

This week FSA provides a quick comparison of two Europe (ex UK) equities funds: the BNP Paribas Euro Equity fund and the MFS Meridian Funds Continental European Equity fund.
Source: FE Fundinfo. All relevant fund data converted to US dollars for comparative purposes. Performance, alpha and volatility are annualised over three years with data as reported at the end of last month. Information ratio (IR) aims to measure a portfolio manager’s consistent ability to generate excess returns relative to a benchmark. The higher the IR, the more consistent the manager is.

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 BNP Paribas Euro Equity fund ties with the MFS Meridian Funds Continental European Equity fund: 3-3.

BNP Paribas Euro Equity fund

The fund seeks to increase the value of its assets over the medium term by investing in euro-denominated shares issued by companies that have their registered offices in one of the member states of the Eurozone, with a solid financial structure and/or potential for earnings growth.

Top 10 holdings

  1. SAP
  2. Siemens
  3. ASML
  4. Schneider Electric
  5. Deutsche Telekom
  6. Allianz
  7. Intesa Sanpaolo
  8. LVMH
  9. Deutsche Borse
  10. Essilorluxottica

MFS Meridian Funds Continental European Equity fund

The fund’s objective is to seek capital appreciation by investing in quality European companies which have enduring competitive advantages and strong management teams.

Top 10 holdings:

  1. SAP
  2. Roche
  3. Nestle
  4. Schneider Electric
  5. Linde
  6. Essilorluxottica
  7. Sanofi
  8. Deutsche Borse
  9. Assa Abloy
  10. LVMH

Part of the Mark Allen Group.