Funds Benchmark
Funds in our coverage with Roche Holding AG among their ten largest positions, with about £3.1B of those funds’ assets in it. FE fundinfo data, to 31 Oct 2026.
| 5Y | Volatility | Quartile | ||||||
|---|---|---|---|---|---|---|---|---|
| iShares MSCI Europe Health Care Sector UCITS ETFBlackRock | Passive | 16.82% | +6.9% | Pro | Pro | 0.18% | £665.8M | Free account |
| iShares STOXX Europe 600 Health Care UCITS ETF (DE)BlackRock | Passive | 15.61% | +4.7% | Pro | Pro | 0.46% | £558.0M | Free account |
| UBS MSCI Switzerland 20/35 UCITS ETFUBS | Passive | 14.84% | +12.6% | Pro | Pro | 0.20% | £3.3B | Free account |
| iShares MSCI Switzerland ETFBlackRock | Passive | 13.87% | n/a | Pro | Pro | 0.49% | n/a | Free account |
| Global Healthcare FundFidelity | Active | 6.70% | +5.4% | Pro | Pro | 2.65% | £945.5M | Free account |
| International Health Care PortfolioAllianceBernstein | Active | 5.32% | +21.0% | Pro | Pro | 0.51% | £2.7B | Free account |
| UBS MSCI Switzerland IMI Socially Responsible UCITS ETFUBS | Passive | 4.99% | +15.2% | Pro | Pro | 0.28% | n/a | Free account |
| Xtrackers MSCI EAFE High Dividend Yield Equity ETFDWS | Passive | 4.97% | +14.3% | Pro | Pro | 0.09% | n/a | Free account |
| UBS MSCI Europe Socially Responsible UCITS ETFUBS | Passive | 4.83% | +11.2% | Pro | Pro | 0.21% | £54.1M | Free account |
| Global Dividend Plus FundFidelity | Active | 4.09% | +4.0% | Pro | Pro | 1.91% | £2.0B | Free account |
| ACATIS Value Event FondsAcatis | Active | 3.95% | −3.3% | Pro | Pro | 1.40% | £3.9B | Free account |
| Ironbark Brown Advisory Global Share FundIronbark Asset Management Ltd | Not classified | 3.81% | +0.5% | Pro | Pro | 0.60% | £495.0M | Free account |
| Xtrackers MSCI World Health Care UCITS ETFDWS | Passive | 3.65% | +20.7% | Pro | Pro | 0.25% | £2.8B | Free account |
| European Growth FundFidelity | Active | 3.61% | +2.5% | Pro | Pro | 2.64% | £6.4B | Free account |
| Bellevue Sustainable HealthcareBellevue Asset Management | Active | 3.60% | +7.2% | Pro | Pro | 2.18% | £55.1M | Free account |
| iShares MSCI World Health Care Sector Advanced UCITS ETFBlackRock | Passive | 3.56% | +18.1% | Pro | Pro | 0.18% | £718.2M | Free account |
| International High Profitability ETFDimensional | Passive | 3.50% | n/a | Pro | Pro | n/a | n/a | Free account |
| Wahed Dow Jones Islamic world ETFWahed | Passive | 3.44% | +36.9% | Pro | Pro | n/a | n/a | Free account |
| VanEck Morningstar Developed Markets Dividend Leaders UCITS ETFVanEck | Passive | 3.18% | +22.8% | Pro | Pro | 0.38% | £61.6M | Free account |
| Balanced (CHF)UBS | Active | 3.09% | +0.7% | Pro | Pro | 1.74% | £1.6B | Free account |
| Global Demographics FundFidelity | Active | 3.09% | +11.0% | Pro | Pro | 1.91% | £573.8M | Free account |
| Amundi MSCI Europe ActionAmundi | Passive | 2.97% | +9.2% | Pro | Pro | 0.09% | £2.1B | Free account |
| Europe Equity Plus FundJ.P. Morgan Asset Management | Active | 2.95% | +10.5% | Pro | Pro | 1.71% | £5.8B | Free account |
| Europe ex UK Screened Index Equity Sub-FundState Street Global Advisors | Passive | 2.60% | +13.8% | Pro | Pro | n/a | £620.2M | Free account |
| Europe Equity FundJ.P. Morgan Asset Management | Active | 2.60% | +13.9% | Pro | Pro | 2.02% | £1.9B | Free account |
| iShares MSCI Europe Screened UCITS ETFBlackRock | Passive | 2.44% | +8.6% | Pro | Pro | 0.12% | £3.0B | Free account |
| Amundi STOXX Europe 600 ESG II UCITS ETFAmundi | Passive | 2.38% | +13.3% | Pro | Pro | 0.19% | £357.7M | Free account |
| UBS MSCI Europe Climate Paris Aligned UCITS ETFUBS | Passive | 2.38% | +10.7% | Pro | Pro | 0.15% | £4.6M | Free account |
| Amundi MSCI Europe ESG Broad TransitionAmundi | Passive | 2.37% | +10.1% | Pro | Pro | 0.12% | £2.1B | Free account |
| iShares MSCI Europe CTB Enhanced ESG UCITS ETFBlackRock | Passive | 2.37% | +10.4% | Pro | Pro | 0.12% | £4.9B | Free account |
| Franklin STOXX Europe 600 Paris Aligned Climate UCITS ETFFranklin Templeton | Passive | 2.31% | +11.5% | Pro | Pro | 0.15% | £32.6M | Free account |
| Global Life Sciences FundJanus Henderson Investors | Active | 2.29% | +22.7% | Pro | Pro | 0.89% | £4.1B | Free account |
| Acadian Global Equity UCITSRussell Investments | Active | 2.29% | +23.9% | Pro | Pro | 0.87% | £1.4B | Free account |
| Cleome Index Europe EquitiesCandriam | Passive | 2.26% | +10.1% | Pro | Pro | 0.10% | £1.6B | Free account |
| Mediolanum Global Demographic OpportunitiesMediolanum | Active | 2.20% | +10.7% | Pro | Pro | 2.84% | £98.6M | Free account |
| Espiria 60East Capital AM | Not classified | 2.17% | +2.3% | Pro | Pro | 1.70% | £116.8M | Free account |
| JPMorgan BetaBuilders Europe ETFJ.P. Morgan Asset Management | Passive | 2.16% | +14.8% | Pro | Pro | n/a | n/a | Free account |
| Amundi Core MSCI EuropeAmundi | Passive | 2.15% | +11.1% | Pro | Pro | 0.15% | £7.0B | Free account |
| iShares Core MSCI Europe UCITS ETFBlackRock | Passive | 2.14% | +10.3% | Pro | Pro | 0.12% | £2.9B | Free account |
| UBS Core MSCI Europe UCITS ETFUBS | Passive | 2.13% | +9.6% | Pro | Pro | 0.09% | £1.9B | Free account |
| MSCI Europe Min TEBNP PARIBAS ASSET MANAGEMENT | Passive | 2.13% | +23.2% | Pro | Pro | 0.15% | £3.3B | Free account |
| Yield (CHF)UBS | Active | 2.01% | −1.2% | Pro | Pro | 1.55% | £1.2B | Free account |
| Amundi Core Stoxx Europe 600Amundi | Passive | 1.96% | +6.6% | Pro | Pro | 0.15% | £17.2B | Free account |
| iShares Core MSCI Europe ETFBlackRock | Passive | 1.91% | +15.0% | Pro | Pro | 0.10% | n/a | Free account |
| Avantis® International Large Cap Value ETFAvantis Investors | Passive | 1.87% | +22.6% | Pro | Pro | n/a | n/a | Free account |
| iShares MSCI EAFE Value ETFBlackRock | Passive | 1.76% | +27.1% | Pro | Pro | 0.40% | n/a | Free account |
| Franklin International Core dend Tilt Index ETFFranklin Templeton | Passive | 1.50% | +17.2% | Pro | Pro | n/a | n/a | Free account |
| IndexIQ Factors Sustainable Europe EquityCandriam | Passive | 1.36% | +11.8% | Pro | Pro | 0.31% | £137.1M | Free account |
| T. Rowe Price International Equity ETFT.Rowe Price | Passive | 1.35% | n/a | Pro | Pro | n/a | n/a | Free account |
| UBS MSCI World ex USA Climate Paris Aligned UCITS ETFUBS | Passive | 1.35% | +13.8% | Pro | Pro | 0.12% | £46.0M | 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.
German inflation fell to 2.8% in October from 3.3% in September, below expectations, with core inflation easing to 2.1% due to temporary fuel tax cuts.
The European Central Bank held rates steady as eurozone inflation climbed to 3.8%, with ECB President Christine Lagarde announcing her departure in February 2027.
Cost-of-living protests in France deteriorated into widespread riots and looting across major cities, contributing to a selloff in French equities and bonds with CAC 40 declining 2.19%.
French 10-year bond yields reached fresh 24-year highs of 5.07% due to social unrest and riots related to high cost of living and underfunded social programs, reflecting fiscal strains in Europe.
Moody's maintained France's sovereign credit rating at Aa3 with negative outlook despite political turmoil, protests and fiscal challenges, avoiding a downgrade that markets had anticipated.
Euro area consumer confidence declined in October to -17.9 points, reaching its lowest level in five months, reflecting rising inflation concerns and geopolitical uncertainty.
French bond spread reached 153bps, its widest since early October, reflecting ongoing fiscal and political pressures on sovereign debt. The euro weakened as the spread widened.
The Magyar Nemzeti Bank's Monetary Council held the base rate unchanged at 5.50 percent, maintaining deposit and lending rates as well, citing need to achieve inflation target sustainably.
About 550,000 people participated in 110 marches nationwide. French equities, bonds, and the euro weakened across the board with the 10-year French yield surging 13 basis points to 4.9%.
The IMF and World Bank held annual meetings in Bangkok with the World Economic Outlook and Global Financial Stability Report released. Key central bank governors participated in G20 finance ministers meetings.
Eurozone September inflation rate confirmed at 3.8% year-over-year with core inflation at 2.5%, indicating persistent inflation pressures amid geopolitical tensions.
European Council convenes in Brussels through October 16 to address critical vulnerabilities amid heightened geopolitical instability, Ukraine concerns, and energy security issues.
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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