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 BNY Mellon Global Infrastructure Income fund defeats the First Sentier Global Listed Infrastructure fund 4-2.
BNY Mellon Global Infrastructure Income fund
The fund aims to maximise total returns from income and capital growth by gaining exposure to companies located worldwide that are engaged in infrastructure and related operations.
Country allocation:
- USA (56.9%)
- France (19.8%)
- South Africa (4.8%)
- Spain (4.7%)
- China (4.5%)
- Germany (3.1%)
- Italy (2.7%)
- Canada (1.3%)
- Others (2.1%)
First Sentier Global Listed Infrastructure fund
The fund invests at least 70% of its assets in listed shares of companies of any size that are involved in infrastructure around the world. The infrastructure sector includes utilities (e.g. water and electricity), highways and railways, airports services, marine ports and services, oil and gas storage and transportation.
Country allocation:
- USA 61.6%
- Australia 10%
- Mexico 5.5%
- China 4.9%
- UK 3.7%
- France 3.6%
- Brazil 2.9%
- Switzerland 2.6%
- Italy 1.8%
- Other 3.8%