Funds Benchmark
Funds in our coverage with Berkshire Hathaway Inc among their ten largest positions, with about £2.0B of those funds’ assets in it. FE fundinfo data, to 31 Oct 2026.
| 5Y | Volatility | Quartile | ||||||
|---|---|---|---|---|---|---|---|---|
| iShares U.S. Financial Services ETFBlackRock | Passive | 13.64% | +3.4% | Pro | Pro | n/a | n/a | Free account |
| iShares S&P 500 Financials Sector UCITS ETFBlackRock | Passive | 12.32% | +6.7% | Pro | Pro | 0.15% | £1.7B | Free account |
| State Street Financial Select Sector SPDR ETFSPDR ETFs | Passive | 12.16% | +2.0% | Pro | Pro | 0.08% | n/a | Free account |
| iShares U.S. Financials ETFBlackRock | Passive | 11.85% | +2.7% | Pro | Pro | 0.44% | n/a | Free account |
| Fidelity MSCI Financials Index ETFFidelity | Passive | 7.87% | +1.6% | Pro | Pro | n/a | n/a | Free account |
| Ultra FinancialsProShares | Not classified | 7.74% | −14.0% | Pro | Pro | n/a | n/a | Free account |
| Ossiam Shiller Barclays CAPE® US Sector Value TRNatixis Investment Managers | Passive | 4.99% | +6.3% | Pro | Pro | 0.65% | £2.4B | Free account |
| Global QualityFlossbach von Storch | Active | 4.80% | +6.9% | Pro | Pro | 1.13% | £1.1B | Free account |
| America FundFidelity | Active | 4.74% | +6.3% | Pro | Pro | 1.89% | £2.1B | Free account |
| Amundi MSCI All Country World SwapAmundi | Passive | 4.36% | +18.1% | Pro | Pro | 0.45% | £13.9M | Free account |
| iShares Russell Top 200 Value ETFBlackRock | Passive | 4.30% | +29.0% | Pro | Pro | n/a | n/a | Free account |
| Select US Equity PortfolioAllianceBernstein | Active | 4.11% | +7.7% | Pro | Pro | 1.97% | £6.5B | Free account |
| Motley Fool 100 Index ETFMotley Fool Asset Management | Passive | 3.85% | +15.2% | Pro | Pro | n/a | n/a | Free account |
| SJP Global UTSt. James's Place International | Not classified | 3.55% | +12.4% | Pro | Pro | n/a | £2.7B | Free account |
| Artisan Global Value FundArtisan Partners | Active | 3.50% | +15.4% | Pro | Pro | 0.94% | £5.3B | Free account |
| WisdomTree Defined Returns FundAtlantic House | Active | 3.48% | +7.9% | Pro | Pro | 0.63% | £2.8B | Free account |
| American Century Focused Large Cap Value FundAmerican Century | Not classified | 3.42% | +3.5% | Pro | Pro | n/a | n/a | Free account |
| Wellington Enduring Infrastructure Assets FundWellington | Active | 3.29% | +7.3% | Pro | Pro | 2.58% | £1.7B | Free account |
| Findlay Park American FundFindlay Park | Active | 3.20% | +9.9% | Pro | Pro | 1.70% | £5.7B | Free account |
| iShares Russell 1000 Value ETFBlackRock | Passive | 2.91% | +26.1% | Pro | Pro | 0.19% | n/a | Free account |
| Schwab U.S. Large-Cap Value ETFCharles Schwab | Passive | 2.82% | +18.7% | Pro | Pro | n/a | n/a | Free account |
| US Marketwide Value ETFDimensional | Passive | 2.73% | n/a | Pro | Pro | n/a | n/a | Free account |
| BlackRock U.S. Equity Factor Rotation ETFBlackRock | Passive | 2.63% | +19.0% | Pro | Pro | n/a | n/a | Free account |
| Multiple Opportunities IIFlossbach von Storch | Active | 2.37% | −0.2% | Pro | Pro | 0.88% | £6.5B | Free account |
| Steward Covered Call Income FundCrossmark Global Investments | Not classified | 1.97% | n/a | Pro | Pro | n/a | n/a | Free account |
| iShares Edge S&P 500 Minimum Volatility UCITS ETFBlackRock | Passive | 1.92% | +12.1% | Pro | Pro | 0.20% | £91.0M | Free account |
| iShares Russell Top 200 ETFBlackRock | Passive | 1.87% | +17.6% | Pro | Pro | n/a | n/a | Free account |
| US Large Cap Value ETFDimensional | Passive | 1.81% | n/a | Pro | Pro | n/a | n/a | Free account |
| Carmignac PatrimoineCarmignac Gestion | Active | 1.79% | +2.3% | Pro | Pro | 1.80% | £5.7B | Free account |
| Carmignac Portfolio PatrimoineCarmignac Gestion | Active | 1.68% | +0.8% | Pro | Pro | 1.15% | £1.5B | Free account |
| VictoryShares US Value Momentum ETFVictory Capital | Passive | 1.66% | +14.5% | Pro | Pro | n/a | n/a | Free account |
| Gotham Enhached 500 ETFGotam SGR SpA | Active | 1.64% | +19.7% | Pro | Pro | n/a | n/a | Free account |
| Adaptive U.S. Factor ETFGlobal X Funds | Passive | 1.51% | +10.1% | Pro | Pro | n/a | n/a | Free account |
| Goldman Sachs S&P 500 Core Premium Income ETFGoldman Sachs Asset Management | Passive | 1.50% | +17.1% | Pro | Pro | n/a | n/a | Free account |
| TCW Transform 500 ETFTCW | Passive | 1.46% | n/a | Pro | Pro | n/a | n/a | Free account |
| iShares MSCI USA Min Vol Factor ETFBlackRock | Passive | 1.46% | +6.0% | Pro | Pro | 0.15% | n/a | Free account |
| HSBC S&P 500 UCITS ETFHSBC | Passive | 1.45% | +2.4% | Pro | Pro | 0.10% | £7.9B | Free account |
| S&P 500 Tail Risk ETFGlobal X Funds | Passive | 1.45% | +12.7% | Pro | Pro | n/a | n/a | Free account |
| Invesco S&P 500 Low Volatility ETFInvesco | Passive | 1.36% | +7.8% | Pro | Pro | 0.25% | £6.1B | Free account |
| AZ Allocation - TrendAzimut Holding | Active | 1.30% | −2.9% | Pro | Pro | 3.32% | £2.4B | Free account |
| Global Equity Premium Income Active UCITS ETFJ.P. Morgan Asset Management | Active | 1.27% | +0.8% | Pro | Pro | 0.35% | £1.1B | Free account |
| iShares Edge MSCI World Minimum Volatility UCITS ETFBlackRock | Passive | 1.20% | +5.1% | Pro | Pro | 0.35% | £2.1B | Free account |
| Morningstar US Market Factor Index FundFlexShares | Passive | 1.18% | +15.9% | Pro | Pro | n/a | n/a | Free account |
| Global Value FundDimensional | Active | 1.13% | +28.8% | Pro | Pro | 0.31% | £1.9B | Free account |
| iShares MSCI Global Min Vol Factor ETFBlackRock | Passive | 1.07% | +6.8% | Pro | Pro | 0.32% | n/a | Free account |
| Scottish Widows Fundamental Index Global EquityScottish Widows Limited | Passive | 0.90% | +20.4% | Pro | Pro | 0.05% | £1.9B | Free account |
| GLOBAL INDEXDanske Invest | Passive | 0.84% | +10.9% | Pro | Pro | 0.47% | £3.9B | Free account |
| UBS Life All World Equity Fundamentally Weighted Low Carbon Transition Index FundUBS | Passive | 0.69% | +19.6% | Pro | Pro | n/a | £1.9B | Free account |
| UBS Life All World Equity Fundamentally Weighted Low Carbon Transition GBP Hedged Index FundUBS | Passive | 0.69% | +22.4% | Pro | Pro | n/a | £1.8B | Free account |
| VictoryShares US 500 Volatility Wtd ETFVictory Capital | Passive | 0.40% | +9.5% | Pro | Pro | n/a | n/a | 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.
The Dow Jones fell 1,833 points (3.44%) to close at 51,523 on November 6, led by declines in Nvidia (-9.23%), Cisco (-7.62%), and Goldman Sachs (-6.42%) as chip concerns persisted.
US midterm elections took place with broader market implications amid uncertainty about fiscal policy and geopolitical developments including Iran war impacts.
Early projections pointed to a Democratic victory in the US midterm elections, with Democrats gaining control of Congress. This reduced political uncertainty regarding the Trump administration's fiscal policy.
The Dow Jones jumped 1,569 points (3.03%) to 53,356, the S&P 500 added 1.58% to 7,688, and the Nasdaq gained 1.44% on November 4 following Democratic election victory and falling energy prices.
Private sector employment increased by 86,000 jobs in October, exceeding market expectations of 69,000 and matching September's revised gain.
Democrats secured control of both the Senate and House in the November 3, 2026 midterm elections, reducing geopolitical conflict uncertainty and leading to sharp market rallies, particularly in sectors benefiting from...
Available job positions rose 333,000 to 7.52 million in September, exceeding all economist estimates and signaling firmer demand for workers heading into Q4.
The Nasdaq Composite dropped 2% on Friday with the S&P 500 down 0.9% and Dow down 0.6% for the week as investors dumped tech stocks amid AI spending scrutiny and election uncertainty.
The October 2026 employment report showed 182,000 jobs added with unemployment stable at 4.1%, indicating continued labor market strength above breakeven pace.
U.S. stock indices fell on October 29-30, with S&P 500 down 0.91%, Nasdaq sliding 1.4%, amid renewed concerns about the sustainability of the AI trade following disappointing results from major technology companies.
First estimate of third-quarter U.S. GDP and September PCE inflation data released simultaneously, providing key economic growth and pricing information before year-end.
The Federal Reserve announced its rate decision on October 28 at 2:00 PM ET, widely expected to hold rates steady at 3.75%-4.00% following September's 25-basis-point increase, with markets pricing 90% probability of n...
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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