Funds Benchmark
Funds in our coverage with Mastercard Inc among their ten largest positions, with about £6.9B of those funds’ assets in it. FE fundinfo data, to 31 Oct 2026.
| 5Y | Volatility | Quartile | ||||||
|---|---|---|---|---|---|---|---|---|
| iShares U.S. Financial Services ETFBlackRock | Passive | 6.56% | +3.4% | Pro | Pro | n/a | n/a | Free account |
| Stonehage Fleming Global Best Ideas Equity FundStonehage Fleming | Active | 6.17% | −5.0% | Pro | Pro | 0.80% | £1.4B | Free account |
| iShares S&P 500 Financials Sector UCITS ETFBlackRock | Passive | 5.92% | +6.7% | Pro | Pro | 0.15% | £1.7B | Free account |
| Ironbark Brown Advisory Global Share FundIronbark Asset Management Ltd | Not classified | 5.74% | +0.5% | Pro | Pro | 0.60% | £495.0M | Free account |
| Platinum InternationalPlatinum Asset Management | Not classified | 5.64% | −0.8% | Pro | Pro | n/a | £935.6M | Free account |
| iShares U.S. Industrials ETFBlackRock | Passive | 5.63% | +7.6% | Pro | Pro | n/a | n/a | Free account |
| State Street Financial Select Sector SPDR ETFSPDR ETFs | Passive | 5.49% | +2.0% | Pro | Pro | 0.08% | n/a | Free account |
| Veritas Global Focus FundVeritas AM | Active | 5.48% | +3.4% | Pro | Pro | 0.05% | £1.4B | Free account |
| CT (Lux) Global FocusColumbia Threadneedle Investments | Active | 5.38% | +9.5% | Pro | Pro | 1.60% | £3.6B | Free account |
| Brown Advisory Global Leaders FundBrown Advisory | Active | 5.30% | n/a | Pro | Pro | 0.80% | £3.2B | Free account |
| Fundsmith Equity FundFundsmith | Active | 5.26% | +1.9% | Pro | Pro | 0.94% | £12.3B | Free account |
| Fundsmith Equity FundFundsmith | Active | 5.26% | +1.9% | Pro | Pro | 0.95% | £3.9B | Free account |
| Fidelity MSCI Financials Index ETFFidelity | Passive | 5.19% | +1.6% | Pro | Pro | n/a | n/a | Free account |
| Motley Fool Global Opportunities ETFMotley Fool Asset Management | Passive | 5.02% | +1.8% | Pro | Pro | n/a | n/a | Free account |
| BlackRock Global Unconstrained Equity FundBlackRock | Not classified | 4.99% | +5.4% | Pro | Pro | 0.95% | £3.5B | Free account |
| Vanguard Financials ETF | Passive | 4.90% | +1.8% | Pro | Pro | 0.10% | n/a | Free account |
| SKAGEN Global VerdipapirfondStorebrand | Active | 4.68% | +1.7% | Pro | Pro | 1.00% | £2.4B | Free account |
| JPMorgan Global Growth & Income plcJ.P. Morgan Asset Management | Not classified | 4.60% | +5.9% | Pro | Pro | 0.44% | £3.3B | Free account |
| Global Focus FundJ.P. Morgan Asset Management | Active | 4.40% | +8.3% | Pro | Pro | 1.81% | £7.2B | Free account |
| JPM Global Focus FundJ.P. Morgan Asset Management | Active | 4.40% | +10.2% | Pro | Pro | 0.45% | £947.2M | Free account |
| TechnologyDNB AM | Not classified | 4.38% | +18.0% | Pro | Pro | 1.56% | £2.2B | Free account |
| ALPS | O’Shares U.S. Quality Dividend ETFALPS Funds | Passive | 4.35% | +7.7% | Pro | Pro | n/a | n/a | Free account |
| Global Consumer TrendsSchroders | Active | 4.32% | −10.0% | Pro | Pro | 1.96% | £6.7M | Free account |
| Mirova Global Sustainable EquityNatixis Investment Managers | Active | 4.24% | +5.4% | Pro | Pro | 0.81% | £4.3B | Free account |
| Principal U.S. Mega-Cap ETFPrincipal | Passive | 4.01% | +14.5% | Pro | Pro | n/a | n/a | Free account |
| US EquityVontobel | Active | 4.01% | −9.0% | Pro | Pro | 1.99% | £966.1M | Free account |
| iShares Blockchain Technology UCITS ETFBlackRock | Passive | 4.00% | −10.6% | Pro | Pro | 0.50% | n/a | Free account |
| Magellan GlobalMagellan Investment Partners | Not classified | 4.00% | +5.0% | Pro | Pro | 1.35% | £2.4B | Free account |
| CFS FC ESup-Stewart Investors Worldwide LeadersCFS | Not classified | 3.84% | n/a | Pro | Pro | n/a | £2.8M | Free account |
| UBS S&P 500 ESG Elite UCITS ETFUBS | Passive | 3.80% | +26.7% | Pro | Pro | 0.18% | £1.2B | Free account |
| FPIL Optus F&C Stewardship International (USD)FPIL | Not classified | 3.80% | n/a | Pro | Pro | n/a | n/a | Free account |
| Robeco Global Consumer TrendsRobeco | Active | 3.69% | −0.2% | Pro | Pro | 1.71% | £2.2B | Free account |
| UTM IM USD Aberdeen Standard SICAV I World EquitiesUTM IM | Not classified | 3.60% | n/a | Pro | Pro | n/a | £5.3M | Free account |
| Ultra FinancialsProShares | Not classified | 3.58% | −14.0% | Pro | Pro | n/a | n/a | Free account |
| Av Aberdeen World Equity IE/XEAviva | Not classified | 3.50% | n/a | Pro | Pro | n/a | £291K | Free account |
| US Select Equity FundJ.P. Morgan Asset Management | Active | 3.30% | +14.0% | Pro | Pro | 1.81% | £6.1B | Free account |
| US Large Cap Growth Equity FundT.Rowe Price | Active | 3.23% | −3.2% | Pro | Pro | 1.59% | £2.0B | Free account |
| Walter Scott Global Equity HedgedMacquarie | Not classified | 3.21% | +13.6% | Pro | Pro | 1.28% | £472.7M | Free account |
| Global Select Equity FundJ.P. Morgan Asset Management | Active | 3.20% | +1.7% | Pro | Pro | 1.81% | £5.4B | Free account |
| Carmignac InvestissementCarmignac Gestion | Active | 3.19% | +13.5% | Pro | Pro | 2.55% | £4.3B | Free account |
| USA Growth (USD)UBS | Active | 3.14% | +0.1% | Pro | Pro | 0.59% | £2.8B | Free account |
| BNY Mellon Long-Term Global Equity FundBNY | Active | 3.13% | +6.1% | Pro | Pro | 1.60% | £1.4B | Free account |
| Parnassus US ESG EquitiesABN AMRO | Active | 3.13% | +7.3% | Pro | Pro | 1.68% | £1.4B | Free account |
| DWS US GrowthDWS | Active | 3.00% | +5.5% | Pro | Pro | n/a | £1.5B | Free account |
| UBS Factor MSCI USA Quality Screened UCITS ETFUBS | Passive | 2.88% | +10.4% | Pro | Pro | 0.28% | £842.5M | Free account |
| US Select Equity Plus FundJ.P. Morgan Asset Management | Active | 2.70% | +2.5% | Pro | Pro | 2.56% | £7.2B | Free account |
| Amundi S&P 500 Climate Paris Aligned UCITS ETFAmundi | Passive | 2.62% | +11.1% | Pro | Pro | 0.07% | £3.7B | Free account |
| SEI Enhanced US Large Cap Quality Factor ETFSEI | Passive | 2.60% | n/a | Pro | Pro | n/a | n/a | Free account |
| Global Dividend FundJ.P. Morgan Asset Management | Active | 2.60% | +4.5% | Pro | Pro | 1.81% | £5.9B | Free account |
| Wellington Global Quality Growth FundWellington | Active | 2.53% | +4.0% | Pro | Pro | 0.85% | £5.4B | 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.
Cookie settings
Choose which cookies we may use. Essential cookies are always on because the site needs them to work. Analytics cookies are off until you turn them on. Cookieless page-view signals to Google Analytics are sent before you choose and if you reject; they set no cookies. Read the privacy notice
