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Bermuda

Funds with exposure to this country
+14.7%

£2.4B of assets in Bermuda · 8 sub-categories · average OCF 0.95%.

How funds with Bermuda exposure have returned on average.

Average 1Y return to September 2026 end, GBP net total return.

Source: FE fundinfo. Past performance is not a reliable guide to future returns.

No performance series available for this category
No composite is available for this category yet.

Funds
34
Monthly universe, as at September 2026.
Assets in Bermuda (GBP)
£2.4B
Average portfolio share
6.3%
Average ongoing charge
0.95%

Bermuda exposure on Funds Benchmark gathers the funds that hold Bermuda assets, with an average 1 year return of +14.7% to September 2026 and an average ongoing charge of 0.95%. Financials, Energy and Industrials lead the sector breakdown among them. Open any fund for its holdings, performance and allocation breakdown, or select a sector below to filter the funds shown. Fund data is from FE fundinfo. Past performance is not a reliable guide to future returns.

Sector mix

What Bermuda exposure is made of.
41.5%
Financials
  • Financials41.5%
  • Energy14.3%
  • Industrials12.7%
  • Others31.5%
Financials is the largest at 41.5%. Share of exposure across the funds with Bermuda exposure. Based on funds that disclose sector data. Shares are of the largest eight.

Sectors within this country

Pick one to filter the funds and holdings below.
Energy 6.2% of exposure +17.7% ▲ Average 1Y return
Materials 2.6% of exposure +16.8% ▲ Average 1Y return
Consumer Discretionary 2.6% of exposure +16.2% ▲ Average 1Y return
Health Care 2.0% of exposure +15.4% ▲ Average 1Y return
Industrials 5.5% of exposure +13.0% ▲ Average 1Y return
Technology 4.9% of exposure +12.7% ▲ Average 1Y return
Financials 17.9% of exposure +11.0% ▲ Average 1Y return
Banks 1.4% of exposure +5.9% ▲ Average 1Y return

Largest Bermuda funds

The biggest funds with this exposure, to open or compare.
All funds Compare the first 2

Top Bermuda funds by assets under management, one share class per fund.

Bermuda holdings

Positions that appear most often among the ten largest holdings of these funds.

No position is among the ten largest holdings of three or more of these funds.

Shown when at least 3 funds have the top position among their ten largest holdings. Bar: average weight among those funds.

All funds with Bermuda exposure

Largest by size first, one share class per fund. Open any fund for its holdings, performance and allocation breakdown.