Asset class exposure

Equity -0.16pp 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 28.8% 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 · 8844 funds
28.8%
Financials · 10132 funds
17.1%
Industrials · 10837 funds
15.3%
Consumer Discretionary · 10215 funds
9.7%
Health Care · 10101 funds
9.4%
Consumer Staples · 9116 funds
5.6%
Materials · 8675 funds
5.3%
Energy · 7518 funds
4.4%
Utilities · 7533 funds
4.3%
Real Estate · 7019 funds
2.6%
Most-Held Securities
ALPHABET INC.
Held by 3761 funds
5.06%
NVIDIA CORPORATION
Held by 3740 funds
6.08%
MICROSOFT CORPORATION
Held by 3481 funds
4.10%
TAIWAN SEMICONDUCTOR MANUFACTURING COMPANY LIMITED
Held by 3362 funds
7.47%
SAMSUNG ELECTRONICS CO., LTD
Held by 2916 funds
7.02%
AMAZON.COM, INC.
Held by 2812 funds
4.06%
APPLE INC.
Held by 2574 funds
4.61%
SK HYNIX INC.
Held by 2367 funds
6.59%
TENCENT HOLDINGS LIMITED
Held by 1815 funds
4.68%
TAIWAN SEMICONDUCTOR CO
Held by 1552 funds
7.66%

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