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 Schroder ISF Global Energy fund defeats the BlackRock BGF World Energy fund: 4-2
BlackRock BGF World Energy fund
The fund aims to maximise the return on investments through a combination of
capital growth and income.
Top 10 holdings:
- Exxon Mobil (9.6%)
- Chevron (9.5%)
- Shell (9.0%)
- TotalEnergies (8.5%)
- Canadian Natural Resources (4.8%)
- ConocoPhillips (4.8%)
- TC Energy (4.7%)
- Williams Companies (4.7%)
- Valero Energy (4.7%)
- Suncor Energy (4.7%)
Schroder ISF Global Energy fund
The fund aims to provide capital growth in excess of the MSCI World SMID Energy Index after fees have been deducted over a three- to five-year period by investing in equity and equity-related securities of companies in the energy sector
Top 10 holdings:
- US Treasury Bill (4.2%)
- Shell (3.4%)
- SLB (3.4%)
- ConocoPhillips (3.1%)
- Equinor (3.1%)
- Harbour Energy (3.1%)
- Coterra Energy (3.0%)
- TotalEnergies (3.0%)
- Saipen (2.9%)
- Ovintiv (2.9%)