Posted inTop Trumps

Top Trumps: TMT equities – 3 April 2025

This week FSA provides a quick comparison of two TMT equities funds: the Janus Henderson Technology and Innovation fund and the JPM US Technology fund.
by Fund Selector Asia
Source: FE Fundinfo. All relevant fund data converted to US dollars for comparative purposes. Performance, alpha and volatility are annualised over three years with data as reported at the end of last month. Information ratio (IR) aims to measure a portfolio manager’s consistent ability to generate excess returns relative to a benchmark. The higher the IR, the more consistent the manager is.

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 Janus Henderson Global Technology and Innovation fund defeats the JPM US Technology fund: 4-2

Janus Henderson Technology and Innovation fund

The fund aims to provide capital growth over the long term and outperform the MSCI ACWI Information Technology Index by at least 2% per annum, before the deduction of charges, over any five-year period.

Top 10 holdings:

  1. Apple
  2. Nvidia
  3. TSMC
  4. Microsoft
  5. Alphabet
  6. Broadcom
  7. Amazon.com
  8. Constellation Software
  9. ASML
  10. Oracle

JPM US Technology Fund

The fund aims to provide long term capital growth by investing primarily in technologies (including but not limited to technology, media and communication services) related US companies.

Top 10 holdings:

  1. Meta Platforms
  2. Netflix
  3. Take-Two Interactive Software
  4. Shopify
  5. Robinhood Markets
  6. Snowflake
  7. Amazon.com
  8. Oracle
  9. ServiceNow
  10. Nvidia

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