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OVERLAYS
Fund
Benchmark
3Y · NAV total return · GBP
State Street SPDR Dow Jones Industrial Average ETF Trust Dist USD: holdings, performance and fees
1Y return+18.6%
3Y return+45.0%
5Y return+56.7%
OCF (ongoing charge)0.16%
Top 10 holdings
| Holding | Weight |
|---|---|
| GOLDMAN SACHS GROUP, INC. (THE) | 11.5% |
| CATERPILLAR INC. | 9.2% |
| MICROSOFT CORPORATION | 5.3% |
| UNITEDHEALTH GROUP INCORPORATED | 4.7% |
| AMGEN INC. | 4.4% |
| TRAVELERS COS INC/THE | 4.2% |
| VISA INC. | 4.1% |
| ALPHABET INC. | 4.0% |
| JPMORGAN CHASE & CO. | 4.0% |
| SHERWIN WILLIAMS CO/THE | 3.9% |
Top sectors
- Equities100.0%
Top countries
- USA100.0%
Holdings, sector and country weightings and performance as reported by FE fundinfo. Weightings are a percentage of the portfolio and may not sum to 100.
AI FORECAST · 12-MONTH
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This is an illustrative, model-generated scenario based on stated assumptions. It is not a prediction, a forecast of actual returns, or investment advice. Outcomes may differ materially. Past performance is not a guide to future returns. Capital is at risk.
PORTFOLIO BREAKDOWN