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 Jupiter Merian North American Equity fund defeats the Fidelity America fund 4-2.
Fidelity America fund
The fund invests at least 70% (and normally 75%) of its assets in equities of companies that are listed, headquartered, or do most of their business in the US.
Top 10 sectors:
- Industrials (17%)
- Financials (15.7%)
- Communication Services (11.8%)
- Healthcare (11.5%)
- Consumer Staples (9.8%)
- Information Technology (9.5%)
- Energy (7.4%)
- Utilities (6.7%)
- Materials (3.3%)
- Real Estate (2.8%)
Jupiter Merian North American Equity fund
The objective of the fund is to seek to achieve long term capital growth through the active management of a diversified portfolio invested primarily in North American stock markets.
Top 10 sectors:
- Information Technology (28.5%)
- Industrials (12.9%)
- Communication Services (12.7%)
- Financials (12.6%)
- Consumer Discretionary (9.3%)
- Healthcare (6%)
- Utilities (6%)
- Materials (4%)
- Consumer Staples (3.9%)
- Real Estate (1.8%)
