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 Barings Global Resources fund defeats the Allianz Global Metals and Mining fund 4-2.
Allianz Global Metals and Mining fund
The fund aims at long-term capital growth by investing in global equity markets with a focus on natural resources.
Top 10 holdings:
- BHP Group (7.1%)
- Agnico Eagle Mines (5.9%)
- Anglo American (5.3%)
- Teck Resources (4.9%)
- Newmont Corp (4.2%)
- AngloGold Ashanti (4.1%)
- Rio Tinto (3.9%)
- Norsk Hydro (3.8%)
- Franco Nevada Corp (3.6%)
- Lundin Mining Corp (3.4%)
Barings Global Resources fund
The fund invests in a diversified portfolio of companies operating in the areas of commodity resources, consumer resources and next generation resources with the aim of achieving superior risk-adjusted returns.
Top 10 holdings:
- Exxon Mobil Corp (7.49%)
- Linde (7.25%)
- Shell (6.6%)
- CRH (5.26%)
- Total Energies (4.33%)
- Enbridge (4.27%)
- BP (4.2%)
- Chevron Corp (4.12%)
- ConocoPhillips (4.07%)
- Wheaton Precious Metals Corp (3.97%)
