Comparing 2 funds
Returns, costs and exposure side by side, with sources and dates below.
We Digitize Responsible Investing
Performance, starting at 100
If you had invested £10,000
Based on month end returns. Illustrative, before tax, not a prediction.
Country exposure
Not available for: 301325 KBC LI Dynamic RI.
Sector exposure
Not available for: 301325 KBC LI Dynamic RI.
AI comparison
Side by side
| Metric | 301325 KBC LI Dynamic RI | We Digitize Responsible Investing |
|---|---|---|
| 1 year returnHighest in bold | ▲ +8.0% | ▲ +54.1% |
| 3 year returnHighest in bold | ▲ +33.2% | ▲ +157.1% |
| 5 year returnHighest in bold | n/a | ▲ +164.1% |
| Rank among sector peers, 1 yearQuartile among representative funds in the FE sector | Q4 of 3,301 representative funds | Q1 of 767 representative funds |
| Ongoing charge (OCF) | ||
| Fund size, GBPLargest in bold | £4.7B | £1.5B |
| Volatility, 1 year FE, as at 5 Jul 2026 | 9.3% | 19.9% |
| Sharpe ratio, 1 year FE, as at 5 Jul 2026 | 1.28 | 1.02 |
| Style | n/a | Active |
| FE sector | GL Multi-Asset Global Aggressive | GL Equity Information Technology |
| Share class | Comfort Plus Shares Capitalisation · EUR | Classic Shares · USD |
Source: FE fundinfo, as supplied; the date shown is when FE last updated them.