Asset class exposure

Equity -0.09pp 7D

200 funds in this asset class · representing £28,411.3B in AUM

Funds
200
Total AUM
£28,411.3B
Avg 1Y
+31.5%
Avg OCF
0.03%
AI Insight · Equity live · derived from 200 funds

Technology is the heaviest sector in Equity, averaging 28.7% across 200 funds. Average 1Y return is 31.5%; 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
Higher volatility, higher long-term return potential
Typical Benchmark
Global & regional equity indices
3-Year Avg Return
+63.3%
5-Year Avg Return
+68.3%
Top Sectors (Aggregate)
Technology · 8860 funds
28.7%
Financials · 10139 funds
17.1%
Industrials · 10862 funds
15.3%
Consumer Discretionary · 10221 funds
9.7%
Health Care · 10084 funds
9.4%
Consumer Staples · 9122 funds
5.6%
Materials · 8682 funds
5.2%
Energy · 7522 funds
4.4%
Utilities · 7529 funds
4.3%
Real Estate · 7006 funds
2.6%
Most-Held Securities
ALPHABET INC.
Held by 3761 funds
5.06%
NVIDIA CORPORATION
Held by 3740 funds
6.09%
MICROSOFT CORPORATION
Held by 3469 funds
4.13%
TAIWAN SEMICONDUCTOR MANUFACTURING COMPANY LIMITED
Held by 3319 funds
7.54%
SAMSUNG ELECTRONICS CO., LTD
Held by 2915 funds
7.03%
AMAZON.COM, INC.
Held by 2799 funds
4.08%
APPLE INC.
Held by 2561 funds
4.62%
SK HYNIX INC.
Held by 2367 funds
6.58%
TENCENT HOLDINGS LIMITED
Held by 1792 funds
4.70%
TAIWAN SEMICONDUCTOR CO
Held by 1552 funds
7.66%

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