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 UBS USA Growth Equity fund defeats the Allspring US All Cap Growth fund: 5-1.
Allspring US All Cap Growth fund
The fund invests at least two-thirds of its assets in equity securities of US companies of any size.
Top 10 holdings:
- Microsoft Corporation (9.5%)
- Amazon.com (9.39%)
- Nvidia Corporation (9.21%)
- Meta Platforms (6.1%)
- Apple (4.47%)
- Alphabet (3.68%)
- Mastercard (2.32%)
- Uber Technologies (2.18%)
- Fair Isaac Corporation (2.09%)
- Booking Holdings (1.92%)
UBS USA Growth Equity fund
The fund is an actively managed equity portfolio investing in selected US companies with a focus on growth stocks.
Top 10 holdings:
- Nvidia Corp (8.2%)
- Microsoft Corp (8.2%)
- Apple (8.1%)
- Amazon.com (7.7%)
- Meta Platforms (5.5%)
- Alphabet (4.3%)
- Broadcom (3.9%)
- Eli Lilly & Co (3.8%)
- Mastercard (3.7%)
- Oracle Corp (3.3%)
