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 Capital Group New Economy Fund has tied with the Ninety One Global Equity fund: 3-3
Capital Group New Economy Fund
This fund aims to achieve long-term capital growth by investing in companies that can benefit from innovation, exploit new technologies or meet the demands of an evolving global economy.
Top 10 holdings:
Microsoft (5.1%)
Broadcom (5.0%)
Amazon.com (4.7%)
TSMC (3.7%)
Meta Platforms (3.4%)
NVIDIA (2.9%)
Eli Lilly (2.5%)
SK hynix (2.5%)
Alphabet (2.4%)
MercadoLibre (2.3%)
Ninety One Global Equity
This fund aims to achieve capital growth by primarily investing in shares of companies on a global basis.
Top 10 holdings:
Microsoft Corp (4.8%)
Amazon.com Inc (4.8%)
NVIDIA Corp (4.6%)
TKO Group Holdings Inc (3.0%)
Taiwan Semiconductor Manufacturing Co Ltd (2.8%)
Mastercard Inc (2.4%)
Rheinmetall AG (2.3%)
Alphabet Inc (2.2%)
Broadcom Inc (2.2%)
Boston Scientific Corp (2.2%)
