Fund market today
Where fund allocations are shifting and how funds compare with peers. FE fundinfo data, to 23 Oct 2026.
Funds and managers
Who leads on return, the next funds in line, and what the news flow is doing.
Manager in focus: YieldMax ETFs
- Vanguard Energy ETF+14.8 percentage points vs sector median+7.2%
- World Energy FundBlackRock · +12.3 percentage points vs sector median+4.7%
- iShares Developed World Fossil Fuel Screened Index Fund (UK)BlackRock · +5.3 percentage points vs sector median−2.4%
- Guinness Sustainable Energy FundGuinness AM · +0.5 percentage points vs sector median−7.2%
- Invesco Solar ETFInvesco · 0.0 percentage points vs sector median−7.6%
Exposure and allocation
Where fund portfolios are concentrated and how that is shifting.
- United States ▲ +0.3 pp
- Taiwan ▲ +0.1 pp
- New Zealand ▲ +0.1 pp
- United Kingdom ▲ +0.1 pp
- Italy ▼ −0.1 pp
- China ▼ −0.1 pp
Data as at 28 Oct 2026. Source: FE fundinfo. Returns are GBP net total return to month end unless stated. Past performance is not a reliable guide to future returns. Capital is at risk. Events and sentiment are AI assisted summaries, not advice.
About Funds Benchmark and all manager and category pages
Fund research and benchmarking for advisers and wealth managers
Funds Benchmark is an AI-powered fund research platform. Financial advisers, wealth managers and investment researchers use it to find funds, compare performance against peers and benchmarks, and check risk, fees and holdings in one place. Fund pages show returns over one, three and five years, ongoing charges, volatility, sector and country allocation and the largest holdings, with plain-language AI summaries that describe the data without giving advice.
Use Fund Finder to screen funds by asset class, country, sector, fee and performance. Use Compare to line up to five funds side by side, with an indexed performance chart and a table of the figures that matter. Use Explore to browse managers, countries, sectors and asset classes, and see where allocations are moving across the fund market. Performance data is supplied by FE fundinfo and shown in pounds sterling to month end unless stated.
Explore funds by manager and category
The fund furthest above its sector median over the window.
1M return against the median of its FE sector (11 funds with a clean price window).
How this is ranked. Largest 1M gap: 1M return calculated by Funds Benchmark from daily NAV (total return, last NAV date against the close one month earlier) minus the median 1M return of the fund's FE sector, in percentage points. One share class per fund group; only sectors with at least 10 eligible funds; leveraged and inverse funds, commodity, crypto, structured and hedge products are excluded before the median. A descriptive ranking, not a recommendation. Funds with a single-day NAV move above 10% in the window are skipped, and funds with stale NAV runs are kept out of the lists.
Data as at 26 Oct 2026, daily NAV, GBP
How this asset class has returned, and where it invests.
Average 1Y return of the funds in this asset class. Arcs: its three largest countries and the rest of its top eight, as a share of its country exposure.
Total assets £4.4T
Data as at 30 Sep 2026, month end returns, GBP
How this asset class has returned, and where it invests.
Average 1Y return of the funds in this asset class. Arcs: its three largest countries and the rest of its top eight, as a share of its country exposure.
Total assets £2.0T
Data as at 30 Sep 2026, month end returns, GBP
How this asset class has returned, and where it invests.
Average 1Y return of the funds in this asset class. Arcs: its three largest countries and the rest of its top eight, as a share of its country exposure.
Total assets £630.3B
Data as at 30 Sep 2026, month end returns, GBP
How this asset class has returned, and where it invests.
Average 1Y return of the funds in this asset class. Arcs: its three largest countries and the rest of its top eight, as a share of its country exposure.
Total assets £146.8B
Data as at 30 Sep 2026, month end returns, GBP
Which countries, sectors or asset classes funds hold more or less of.
Average change in share of portfolio, same funds on both dates. Includes market moves. Not money flows. No shift data yet for Argentina.
Data as at 23 Oct 2026, weekly allocation data
Highest average 1Y return among managers with 10 or more fund groups that have a 1Y return.
How this is ranked. Managers with 10 or more fund groups with a 1Y return. GBP, to month end.
Data as at 30 Sep 2026, month end returns, GBP
Next five by 1M return in FE GL Equity Energy
Ranked by 1M return in FE GL Equity Energy.
Data as at 26 Oct 2026, daily NAV, GBP
How busy the news flow is: the last 60 days against the 60 days before
291 events in the last 60 days against 261 in the 60 days before. On the scale, minus 100 is half as many events, 0 is the same and plus 100 is double. The average sentiment of the events in the last 60 days is leaning slightly negative.
Events recorded by our daily AI job and summarised with AI. Counts events recorded, not news volume. Sentiment is AI assisted, not advice.
Data as at 28 Oct 2026, events recorded
Average share of portfolios allocated to United States, among funds with United States exposure.
Bars: average share among funds with exposure to it, weekly (hatched = estimated). Line: ten most exposed funds, equal weighted, GBP.
Data as at 23 Oct 2026, weekly exposure data
How Technology funds have returned against equity funds more broadly.
Funds with a known active/passive flag: 90% of the funds in this sector.
Both lines: ten most exposed funds, equal weighted, GBP total return. Past returns are not a reliable guide to future returns.
Data as at 23 Oct 2026, weekly composite data
Every manager and category page has its own funds, figures and holdings.