Asset class exposure

Alternatives +0.00pp 7D

133 funds in this asset class · representing £24.2B in AUM

Funds
133
Total AUM
£24.2B
Avg 1Y
+9.0%
Avg OCF
1.36%
AI Insight · Alternatives live · derived from 133 funds

Technology is the heaviest sector in Alternatives, averaging 20.4% across 133 funds. Average 1Y return is 9.0%; the spread from best to worst fund is wide enough that screening by sector and OCF is more useful than ranking by name.

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Asset Class Profile
Risk Profile
Varies widely — strategy-dependent
Typical Benchmark
HFRI indices
3-Year Avg Return
+5.5%
5-Year Avg Return
Top Sectors (Aggregate)
Technology · 3 funds
20.4%
Financials · 3 funds
18.7%
Consumer Discretionary · 3 funds
17.5%
Industrials · 3 funds
16.1%
Health Care · 2 funds
8.6%
Services · 2 funds
3.5%
Energy · 3 funds
3.1%
Consumer Staples · 3 funds
2.9%
Materials · 2 funds
1.7%
Communication Services · 2 funds
1.3%
Most-Held Securities
ALLIEDUNIVERSAL
Held by 6 funds
2.30%
EMERIA
Held by 6 funds
2.00%
ATNORTH
Held by 6 funds
1.90%
DIVERSITECH
Held by 6 funds
1.80%
UNIT4 NV
Held by 6 funds
1.50%
ASML HOLDING NA EUR
Held by 2 funds
6.80%
SCHNEIDER FP EUR
Held by 2 funds
5.70%
LVMH MOET FP EUR
Held by 2 funds
5.00%
ALLIANZ GY EUR
Held by 2 funds
4.20%
HERMES INTL FP EUR
Held by 2 funds
4.20%

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