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 abrdn SICAV I – Japanese Sustainable Equity fund defeats the Invesco Japanese Equity Advantage fund 4-2.
abrdn SICAV I – Japanese Sustainable Equity fund
The fund aims to achieve a combination of growth and income by investing in companies in Japan, which adhere to the abrdn Japanese Sustainable equity investment approach. The fund aims to outperform the MSCI Japan index benchmark before charges.
Top 10 holdings:
- Hitachi (5.8%)
- Mitsubishi UFJ Financial Group (5.4%)
- Tokyo Electron (5.3%)
- Toyota Motor Corp (5.1%)
- Tokio Marine Holdings (4.3%)
- Fuji Electric Co (3.8%)
- Shin-Etsu Chemical Co (3.7%)
- Keyence Corp (3.6%)
- Pan Pacific International Holdings Corp (3.5%)
- Recruit Holdings Co (3%)
Invesco Japanese Equity Advantage fund
The investment objective of the fund is to seek long-term capital appreciation through investment primarily in the equity securities of companies domiciled in or exercising
the predominant part of their economic activity in Japan and which are listed on any exchanges or over the counter markets.
Top 10 holdings:
- Sanrio (4.9%)
- Canon (4.6%)
- Toyota Tsusho (4.2%)
- ORIX (4.2%)
- Keyence (4.1%)
- Hoya (4%)
- USS (3.9%)
- Shin-Etsu (3.7%)
- Nippon Sanso (3.4%)
- Ito En (3.4%)
