RBNZ OCR Decision: Rate Hike Expected
Reserve Bank of New Zealand expected to raise the Official Cash Rate by 25bps to 3.0%, though uncertainty remained following softer-than-expected Q3 CPI at 3.7% year-over-year.
Funds in our coverage with Meta Platforms, INC. among their ten largest positions, with about £8.9B of those funds’ assets in it. FE fundinfo data, to 31 Oct 2026.
| 5Y | Volatility | Quartile | ||||||
|---|---|---|---|---|---|---|---|---|
| Magnificent Seven ETFRoundhill Investments | Passive | 14.29% | +15.0% | Pro | Pro | n/a | n/a | Free account |
| TM Natixis Loomis Sayles U.S. Equity Leaders FundThesis Unit Trust Management | Active | 7.00% | −2.8% | Pro | Pro | 0.60% | £1.4B | Free account |
| Global Opportunity FundMorgan Stanley Investment Management | Active | 5.13% | −12.1% | Pro | Pro | 0.97% | £9.4B | Free account |
| Global Consumer TrendsSchroders | Active | 4.98% | −10.0% | Pro | Pro | 1.96% | £6.7M | Free account |
| ARK Artificial Intelligence & Robotics UCITS ETFARK Invest | Active | 4.10% | +13.3% | Pro | Pro | 0.75% | n/a | Free account |
| US Flexible Equity FundBlackRock | Active | 3.89% | +14.5% | Pro | Pro | 1.81% | £1.9B | Free account |
| BlackRock Global Unconstrained Equity FundBlackRock | Not classified | 3.87% | +5.4% | Pro | Pro | 0.95% | £3.5B | Free account |
| GMO Quality Investment FundGMO | Active | 3.80% | +12.5% | Pro | Pro | 0.49% | £6.5B | Free account |
| U.S. Quality ETFGMO | Active | 3.80% | +19.9% | Pro | Pro | n/a | n/a | Free account |
| US Large CapSchroders | Active | 3.79% | +4.0% | Pro | Pro | 0.83% | £7.1B | Free account |
| Alger AI Enablers & Adopters ETFAlger | Passive | 3.76% | +29.4% | Pro | Pro | n/a | n/a | Free account |
| Av AXA Framlington American Growth ALAviva | Not classified | 3.61% | n/a | Pro | Pro | n/a | £4.2M | Free account |
| Av AXA Framlington American Growth EPAviva | Not classified | 3.61% | n/a | Pro | Pro | n/a | £1.5M | Free account |
| Avantis® U.S. Quality ETFAvantis Investors | Passive | 3.59% | +19.9% | Pro | Pro | n/a | n/a | Free account |
| Franklin Technology FundFranklin Templeton | Active | 3.18% | +7.7% | Pro | Pro | 1.80% | £11.3B | Free account |
| DigitalPictet | Active | 3.06% | +16.2% | Pro | Pro | 1.99% | £3.2B | Free account |
| HSBC Islamic Global Equity Index FundHSBC | Passive | 2.93% | +12.4% | Pro | Pro | 0.92% | £2.2B | Free account |
| Franklin U.S. Opportunities FundFranklin Templeton | Active | 2.83% | −3.1% | Pro | Pro | 1.80% | £5.2B | Free account |
| DWS Invest Artificial IntelligenceDWS | Active | 2.80% | +3.3% | Pro | Pro | 0.85% | £1.7B | Free account |
| Nasdaq 100 Covered Call & Growth ETFGlobal X Funds | Passive | 2.76% | +24.0% | Pro | Pro | n/a | n/a | Free account |
| Global Equity AlphaSchroders | Active | 2.75% | +4.8% | Pro | Pro | 1.83% | £3.8B | Free account |
| Nasdaq 100 Tail Risk ETFGlobal X Funds | Passive | 2.66% | +17.5% | Pro | Pro | 0.60% | n/a | Free account |
| AMUNDI SMART RETURN OPPORTUNITIESAmundi | Active | 2.60% | −2.7% | Pro | Pro | 0.25% | £2.1B | Free account |
| Parametric Hedged Equity ETFEaton Vance | Passive | 2.52% | +12.6% | Pro | Pro | n/a | n/a | Free account |
| Equity InnovationEurizon | Active | 2.42% | +13.2% | Pro | Pro | 0.77% | £2.1B | Free account |
| UBS Life North America Equity Tracker GBP Hedged FundUBS | Passive | 2.34% | +6.0% | Pro | Pro | n/a | £276.7M | Free account |
| US EquityLombard Odier | Active | 2.31% | +5.5% | Pro | Pro | 0.36% | £1.4B | Free account |
| Top US ResearchEurizon | Active | 2.30% | +11.3% | Pro | Pro | 1.94% | £5.2B | Free account |
| Amundi Smart Overnight ReturnAmundi | Passive | 2.29% | +2.2% | Pro | Pro | 0.09% | £16.4B | Free account |
| Strive 500 ETFStrive | Passive | 2.22% | +11.9% | Pro | Pro | n/a | n/a | Free account |
| Goldman Sachs US CORE® Equity PortfolioGoldman Sachs Asset Management | Active | 2.14% | +5.6% | Pro | Pro | 0.56% | £1.6B | Free account |
| Fidelity Global Special Situations FundFidelity | Active | 2.10% | +5.5% | Pro | Pro | 1.66% | £3.8B | Free account |
| Omnis US Equity LeadersOmnis Investments Ltd | Not classified | 2.10% | +4.3% | Pro | Pro | 0.47% | £1.8B | Free account |
| Fidelity US Quality Income UCITS ETFFidelity | Passive | 2.10% | +14.3% | Pro | Pro | 0.30% | £1.5B | Free account |
| JPMorgan Hedged Equity Laddered Overlay ETFJ.P. Morgan Asset Management | Passive | 2.00% | +8.3% | Pro | Pro | n/a | n/a | Free account |
| ISLAMIC GLOBAL EQUITY INDEX FUNDHSBC | Passive | 1.97% | +13.0% | Pro | Pro | 0.15% | £6.0B | Free account |
| NEOS S&P 500 High Income ETFNEOS | Passive | 1.94% | +16.2% | Pro | Pro | n/a | n/a | Free account |
| BlackRock Advantage US Equity FundBlackRock | Not classified | 1.93% | +12.7% | Pro | Pro | 0.25% | £2.6B | Free account |
| S&P 500 Covered Call ETFGlobal X Funds | Passive | 1.92% | +17.8% | Pro | Pro | n/a | n/a | Free account |
| Vanguard U.S. Equity Index Common Contractual FundVanguard | Passive | 1.92% | +10.0% | Pro | Pro | 0.20% | £2.4B | Free account |
| UBS S&P 500 Index FundUBS | Passive | 1.91% | +11.9% | Pro | Pro | 0.09% | £1.9B | Free account |
| S&P 500 Covered Call & Growth ETFGlobal X Funds | Passive | 1.91% | +17.7% | Pro | Pro | 0.60% | n/a | Free account |
| S&P 500 Catholic Values ETFGlobal X Funds | Passive | 1.91% | +14.2% | Pro | Pro | n/a | n/a | Free account |
| Fidelity Index US FundFidelity | Passive | 1.90% | +8.6% | Pro | Pro | 0.01% | £10.6B | Free account |
| USA IndexPictet | Passive | 1.90% | +11.4% | Pro | Pro | 0.44% | £2.2B | Free account |
| abrdn American Equity Tracker FundAberdeen Group plc | Passive | 1.90% | +12.8% | Pro | Pro | 0.04% | £2.1B | Free account |
| NT North America Screened Equity Index FundNorthern Trust | Passive | 1.90% | +16.9% | Pro | Pro | 0.05% | £2.0B | Free account |
| NT North America Screened Equity Index FGR FundNorthern Trust | Passive | 1.90% | +11.7% | Pro | Pro | 0.12% | £2.0B | Free account |
| Fidelity S&P 500 Index FundFidelity | Passive | 1.90% | +11.7% | Pro | Pro | 0.06% | £1.9B | Free account |
| Global Flexible FundNedgroup Investments | Active | 1.90% | +3.3% | Pro | Pro | 1.04% | £1.1B | Free account |
Weight is the share of each fund in this company. Returns are GBP, to month end. FE quartile compares a fund with its FE sector over the same year. Fund size is in GBP. Source: FE fundinfo. Past performance is not a reliable guide to future returns.
Reserve Bank of New Zealand expected to raise the Official Cash Rate by 25bps to 3.0%, though uncertainty remained following softer-than-expected Q3 CPI at 3.7% year-over-year.
The United States imposed targeted sanctions on October 28 against Rwanda's Ministry of Defence for backing the M23 rebel group in the eastern DRC, threatening critical mineral supply chains.
Brazil's real tumbled after President Luiz Inacio Lula da Silva won a fourth term in the runoff election, with investors concerned about fiscal credibility and spending measures.
Luiz Inácio Lula da Silva won Brazil's presidential runoff with 51.79% of valid votes, defeating Senator Flávio Bolsonaro (48.21%) in a stunning comeback after trailing in the first round. The result marked an unpre...
Brazil's runoff election, decided on October 25, set the tone for Latin American markets and influenced currency movements across emerging markets.
MSCI's proposal to move an emerging market to standalone status triggered worst stock-market slump in nearly three decades, with losses spreading to bonds and currency markets.
Egyptian assets gained following Moody's sovereign rating upgrade. Equities and bonds responded positively to the positive credit action.
Central Bank of Kenya's Monetary Policy Committee held benchmark rate steady at 8.75% while navigating inflation at 6.8% and currency stability concerns.
Brazilian equities and bonds surged as markets priced in greater prospects for fiscal consolidation following strong performance of right-wing political candidates.
Brazil conducted its general election on October 4, 2026, electing the president, vice president, and governors of all states. If no candidate achieved an outright majority, a runoff would be held on October 25.
Colombia's central bank raised rates by 25 basis points on October 1st, marking the fourth consecutive policy surprise in its tightening cycle.
Colombia's Banco de la República decided on its 12 percent policy rate on Wednesday, September 30, 2026, as part of regional central bank activity during this period.
Counts events recorded in our market events log, not news volume. Information only, not advice.
Source: FE fundinfo. Holdings are each fund’s ten largest positions as reported, so a fund can have more of this company than shown or none at all. Returns are GBP to month end unless stated. Past performance is not a reliable guide to future returns. Capital is at risk. Information only, not advice or a recommendation.
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