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 Fidelity US Dollar Bond fund defeats the Schroder International Selection fund US Dollar Bond 4–2.
Fidelity US Dollar Bond fund
The fund invests primarily in US dollar–denominated government and investment grade corporate bonds.
Geographical breakdown:
- US (76.6%)
- UK (5.3%)
- Germany (2.9%)
- France (2.9%)
- Scandinavia (2.5%)
- MENA (2%)
- Multinational (1.7%)
- Latin America (1.4%)
- Benelux (1.4%)
- Canada (0.4%)
Schroder International Selection fund US Dollar Bond
The fund aims to provide income and capital growth in excess of the Bloomberg US Aggregate Bond index after fees have been deducted over a three to five year period by investing in bonds denominated in US dollars.
Geographical breakdown:
- US (72.5%)
- Luxembourg (7.3%)
- UK (3.3%)
- Liquid Assets (2%)
- Italy (2%)
- Canada (1.9%)
- Mexico (1.4%)
- France (1.3%)
- Australia (1.3%)
- Ireland (1.1%)
