Funds Benchmark
Funds in our coverage with Citigroup Inc. among their ten largest positions, with about £1.3B of those funds’ assets in it. FE fundinfo data, to 31 Oct 2026.
| 5Y | Volatility | Quartile | ||||||
|---|---|---|---|---|---|---|---|---|
| First Trust Nasdaq Bank ETFFirst Trust | Passive | 8.98% | +12.3% | Pro | Pro | n/a | n/a | Free account |
| Av Jupiter Financial Opportunities EPAviva | Not classified | 4.88% | n/a | Pro | Pro | n/a | £1.3M | Free account |
| J.P. Morgan Mansart MSCI Canada FundJ.P. Morgan Mansart Management | Passive | 4.58% | +16.7% | Pro | Pro | 0.50% | £1.1B | Free account |
| World Financials FundBlackRock | Active | 4.19% | −0.9% | Pro | Pro | 3.06% | £1.9B | Free account |
| FPA Global Equity ETFFPA Investment Management | Passive | 3.61% | +15.7% | Pro | Pro | n/a | n/a | Free account |
| iShares U.S. Financials ETFBlackRock | Passive | 3.55% | +2.7% | Pro | Pro | 0.44% | n/a | Free account |
| SJP Global UTSt. James's Place International | Not classified | 3.47% | +12.4% | Pro | Pro | n/a | £2.7B | Free account |
| Artisan Global Value FundArtisan Partners | Active | 3.40% | +15.4% | Pro | Pro | 0.94% | £5.3B | Free account |
| iShares U.S. Financial Services ETFBlackRock | Passive | 3.19% | +3.4% | Pro | Pro | n/a | n/a | Free account |
| State Street Financial Select Sector SPDR ETFSPDR ETFs | Passive | 3.16% | +2.0% | Pro | Pro | 0.08% | n/a | Free account |
| Ethical Global ValueSparinvest | Passive | 2.91% | +27.3% | Pro | Pro | 1.90% | £1.2B | Free account |
| Global Equity Focus FundRBC BlueBay Asset Management | Active | 2.90% | n/a | Pro | Pro | 0.70% | £14.6B | Free account |
| US Income (USD)UBS | Active | 2.89% | +8.6% | Pro | Pro | 1.72% | £1.5B | Free account |
| Oakmark FundOakmark | Not classified | 2.89% | +9.7% | Pro | Pro | n/a | n/a | Free account |
| iShares S&P 500 Financials Sector UCITS ETFBlackRock | Passive | 2.88% | +6.7% | Pro | Pro | 0.15% | £1.7B | Free account |
| Alpha Empower Large Cap ValueAlpha | Not classified | 2.62% | n/a | Pro | Pro | n/a | £1.4B | Free account |
| Alpha Empower Large Cap ValueAlpha | Not classified | 2.62% | n/a | Pro | Pro | n/a | £1.4B | Free account |
| Vanguard Financials ETF | Passive | 2.60% | +1.8% | Pro | Pro | 0.10% | n/a | Free account |
| Fidelity MSCI Financials Index ETFFidelity | Passive | 2.50% | +1.6% | Pro | Pro | n/a | n/a | Free account |
| Corporate Bond USDUBS | Active | 2.28% | −1.4% | Pro | Pro | 0.19% | £2.0B | Free account |
| US Corporate Bond USDUBS | Active | 2.20% | −1.3% | Pro | Pro | 0.19% | £1.3B | Free account |
| Federated Hermes Global Equity ESG Pathway FundFederated Hermes International | Active | 2.01% | +15.4% | Pro | Pro | 0.50% | £1.5B | Free account |
| WisdomTree US Value FundWisdomTree | Not classified | 1.84% | +21.2% | Pro | Pro | n/a | n/a | Free account |
| T. Rowe Price Equity Income ETFT.Rowe Price | Passive | 1.83% | n/a | Pro | Pro | n/a | n/a | Free account |
| US Value FundJ.P. Morgan Asset Management | Active | 1.80% | +18.8% | Pro | Pro | 1.81% | £2.4B | Free account |
| Global Flexible FundNedgroup Investments | Active | 1.80% | +3.3% | Pro | Pro | 1.04% | £1.1B | Free account |
| Blackstone Investment Grade Systematic Corporate Fund (UCITS)Blackstone Credit Systematic Strategies | Active | 1.70% | +6.4% | Pro | Pro | 0.40% | £1.7B | Free account |
| iShares Short Duration Bond Active ETFBlackRock | Active | 1.60% | +3.9% | Pro | Pro | n/a | n/a | Free account |
| FTGF Franklin Ultra Short Duration Income FundFranklin Templeton | Active | 1.51% | −3.7% | Pro | Pro | 0.60% | £1.3B | Free account |
| The SEI Select Value FundSEI | Active | 1.50% | +19.9% | Pro | Pro | 0.20% | £1.2B | Free account |
| Blackstone Global Investment Grade Corporate Bond Fund (UCITS)Blackstone Credit Systematic Strategies | Active | 1.50% | −2.0% | Pro | Pro | 0.40% | £1.5B | Free account |
| EquitasSparinvest | Active | 0.93% | +10.2% | Pro | Pro | 1.49% | £1.7B | Free account |
| Global Investment Grade Corporate Bond FundAviva Investors | Active | 0.91% | −2.6% | Pro | Pro | 0.54% | £4.5B | 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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