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 JPM US Growth fund defeats the BNP Paribas US Growth Classic Cap fund 4-2.
BNP Paribas US Growth Classic Cap fund
The actively managed fund seeks to increase the value of its assets over the medium term by investing in shares issued by US companies or companies operating in the US, with greater-than-average potential for growth in profits. The investment team also applies BNP Paribas Asset Management’s sustainability investment policy.
Top five holdings:
- Nvidia (8.86%)
- Microsoft (8.43%)
- Amazon (8.12%)
- Apple (7.25%)
- Alphabet (6.02%)
- Meta Platforms (4.64%)
- Visa (2.82%)
- First Solar (2.37%)
- Advanced Micro Devices (2.34%)
- Intuit (2.22%)
JPM US Growth fund
Thye fund aims to provide long-term capital growth by investing primarily in a growth style biased portfolio of US companies.
Top five holdings:
- Microsoft (9.50%)
- Nvidia (7.90%)
- Amazon (7.30%)
- Eli Lilly (5.70%)
- Meta Platforms (5.70%)
- Alphabet (4.80%)
- Apple (3.90%)
- Broadcom (3.00%)
- Netflix (2.70%)
- Mastercard (2.60%)
