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Top Trumps: International equities – 20 August 2026

This week FSA provides a quick comparison of two international equity funds: Artemis Global Income and Capital Group New Economy 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 Artemis Global Income fund defeats the Capital Group New Economy Fund: 6-0.

Artemis Global Income

This fund aims to grow both income and capital over a five year period. The managers favour companies which exhibit strong levels of free cashflow generation relative to other companies in the market, dividend distribution and dividend growth.

Top 10 holdings:

  1. Samsung Electronics (4.2%)
  2. Cisco Systems (3.5%)
  3. Banca MPS (2.6%)
  4. Samsung Life Insurance (2.4%)
  5. Lam Research (2.3%)
  6. Prysmian (2.1%)
  7. SK (2.1%)
  8. Hon Hai Precision (2.1%)
  9. Standard Chartered (2.0%)
  10. Bk of Nova Scotia (1.9%)

Capital Group New Economy Fund

This fund aims to achieve capital growth by investing in companies that can benefit from innovation, exploit new technologies or provide products and services that meet the demands of an evolving global economy.

Top 10 holdings:

  1. Micron Technology (7.3%)
  2. TSMC (6.2%)
  3. SK hynix (5.7%)
  4. Alphabet (5.5%)
  5. Broadcom (4.8%)
  6. Western Digital (3.4%)
  7. Amazon.com (3.1%)
  8. NVIDIA (2.5%)
  9. Microsoft (2.0%)
  10. Applovin Corp (1.9%)

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