Funds Benchmark
Funds in our coverage with Tesla Inc among their ten largest positions, with about £21.1B of those funds’ assets in it. FE fundinfo data, to 31 Oct 2026.
| 5Y | Volatility | Quartile | ||||||
|---|---|---|---|---|---|---|---|---|
| State Street Consumer Discretionary Select Sector SPDR ETFSPDR ETFs | Passive | 17.30% | −4.9% | Pro | Pro | 0.08% | £16.8B | Free account |
| Consumer Discretionary ETF | Passive | 17.30% | −6.8% | Pro | Pro | 0.10% | n/a | Free account |
| Magnificent Seven ETFRoundhill Investments | Passive | 14.13% | +15.0% | Pro | Pro | n/a | n/a | Free account |
| ARK Autonomous Tech. & Robotics ETFARK Invest | Active | 10.10% | +10.1% | Pro | Pro | n/a | n/a | Free account |
| ARK Next Generation Internet ETFARK Invest | Active | 9.80% | −6.7% | Pro | Pro | 0.75% | n/a | Free account |
| Contrarius Global Equity FundContrarius Investment Mgt Ltd | Active | 9.70% | −4.9% | Pro | Pro | 1.92% | £1.9B | Free account |
| ARK Artificial Intelligence & Robotics UCITS ETFARK Invest | Active | 9.50% | +13.3% | Pro | Pro | 0.75% | n/a | Free account |
| Invesco Global Consumer Trends FundInvesco | Active | 9.40% | −27.4% | Pro | Pro | 2.62% | £1.3B | Free account |
| ARK Innovation ETFARK Invest | Active | 9.31% | +5.0% | Pro | Pro | 0.75% | n/a | Free account |
| Amundi MSCI AC Asia Pacific Ex JapanAmundi | Passive | 8.73% | +29.3% | Pro | Pro | 0.60% | £552.1M | Free account |
| AMOVA ARK Disruptive Innovation FundAmova Asset Management | Active | 8.39% | −9.7% | Pro | Pro | 0.86% | £1.8B | Free account |
| Amundi MSCI World Ex EMU UCITS ETFAmundi | Passive | 8.27% | +16.8% | Pro | Pro | 0.35% | £798.5M | Free account |
| US Growth FundMorgan Stanley Investment Management | Active | 8.15% | −18.3% | Pro | Pro | 2.63% | £2.0B | Free account |
| AMOVA ARK Positive Change Innovation FundAmova Asset Management | Active | 8.12% | +12.7% | Pro | Pro | 0.79% | £1.1B | Free account |
| TM Natixis Loomis Sayles U.S. Equity Leaders FundThesis Unit Trust Management | Active | 8.10% | −2.8% | Pro | Pro | 0.60% | £1.4B | Free account |
| First Trust Nasdaq Transportation ETFFirst Trust | Passive | 7.66% | +19.0% | Pro | Pro | n/a | n/a | Free account |
| US Advantage FundMorgan Stanley Investment Management | Active | 7.40% | −14.3% | Pro | Pro | 1.63% | £2.4B | Free account |
| Loomis Sayles U.S. Growth Equity FundNatixis Investment Managers | Active | 7.02% | −3.7% | Pro | Pro | 1.01% | £3.7B | Free account |
| Jupiter Systematic Consumer Trends FundJupiter Asset Management | Active | 5.80% | 0.0% | Pro | Pro | 0.40% | £6.8M | Free account |
| ALPS Clean Energy ETFALPS Funds | Passive | 5.49% | −12.8% | Pro | Pro | n/a | n/a | Free account |
| Humanoid Robotics ETFRoundhill Investments | Passive | 4.89% | +0.9% | Pro | Pro | n/a | n/a | Free account |
| ClearBridge Large Cap Growth Select ETFClearBridge | Passive | 4.72% | +10.9% | Pro | Pro | n/a | n/a | Free account |
| Lithium & Battery Tech ETFGlobal X Funds | Passive | 4.54% | +23.0% | Pro | Pro | 0.75% | n/a | Free account |
| Amundi Global LuxuryAmundi | Passive | 4.36% | −10.3% | Pro | Pro | 0.35% | £358.7M | Free account |
| UBS MSCI USA Socially Responsible UCITS ETFUBS | Passive | 4.22% | +19.2% | Pro | Pro | 0.19% | £955.8M | Free account |
| UBS MSCI USA Socially Responsible UCITS ETFUBS | Passive | 4.21% | +20.0% | Pro | Pro | 0.22% | £858.0M | Free account |
| UBS MSCI World Socially Responsible UCITS ETFUBS | Passive | 4.19% | +11.6% | Pro | Pro | 0.22% | £5.1B | Free account |
| UBS MSCI World Socially Responsible UCITS ETFUBS | Passive | 4.19% | +5.7% | Pro | Pro | 0.22% | £1.8B | Free account |
| UBS MSCI ACWI Socially Responsible UCITS ETFUBS | Passive | 4.09% | +15.0% | Pro | Pro | 0.25% | £2.5B | Free account |
| HCM DEFENDER 100Howard Capital Management | Not classified | 4.05% | n/a | Pro | Pro | n/a | n/a | Free account |
| iShares Paris-Aligned Climate MSCI USA ETFBlackRock | Passive | 3.91% | +11.0% | Pro | Pro | n/a | n/a | Free account |
| Monthly NASDAQ-100 Bull 1.75X FundDirexion | Not classified | 3.81% | +82.9% | Pro | Pro | n/a | n/a | Free account |
| Legal & General MSCI World Socially Responsible Investment (SRI) Index FundLegal & General | Passive | 3.80% | +17.4% | Pro | Pro | 0.55% | £465.6M | Free account |
| Amundi MSCI Em AsiaAmundi | Passive | 3.77% | +15.4% | Pro | Pro | 0.20% | £2.3B | Free account |
| Amundi MSCI All Country World SwapAmundi | Passive | 3.69% | +18.1% | Pro | Pro | 0.45% | £13.9M | Free account |
| HSBC NASDAQ Global Climate Tech UCITS ETFHSBC | Passive | 3.63% | +18.9% | Pro | Pro | 0.50% | £122.4M | Free account |
| Xtrackers MSCI USA ESG UCITS ETFDWS | Passive | 3.63% | +3.9% | Pro | Pro | 0.20% | £7.0B | Free account |
| Ossiam Shiller Barclays CAPE® US Sector Value TRNatixis Investment Managers | Passive | 3.60% | +6.3% | Pro | Pro | 0.65% | £2.4B | Free account |
| Vanguard Russell 1000 Growth ETFVanguard | Passive | 3.60% | +9.4% | Pro | Pro | 0.08% | n/a | Free account |
| iShares Russell Top 200 Growth ETFBlackRock | Passive | 3.52% | +9.7% | Pro | Pro | n/a | n/a | Free account |
| iShares Future Exponential Technologies ETFBlackRock | Passive | 3.50% | +17.8% | Pro | Pro | 0.47% | n/a | Free account |
| First Trust Nasdaq BuyWrite Income ETFFirst Trust | Passive | 3.39% | +22.4% | Pro | Pro | n/a | n/a | Free account |
| PUTM ACS North American Fund 2Phoenix Unit Trust Managers | Passive | 3.37% | +18.5% | Pro | Pro | 0.01% | £1.5B | Free account |
| BNP PARIBAS EASY II NASDAQ 100 UCITS ETFAXA Investment Managers | Passive | 3.35% | +9.3% | Pro | Pro | 0.14% | £2.1B | Free account |
| UBS MSCI USA Climate Paris Aligned UCITS ETFUBS | Passive | 3.27% | +15.7% | Pro | Pro | 0.09% | £98.6M | Free account |
| iShares MSCI USA SRI UCITS ETFBlackRock | Passive | 3.26% | +15.7% | Pro | Pro | 0.23% | £6.1B | Free account |
| Goldman Sachs Nasdaq-100 Core Premium Income ETFGoldman Sachs Asset Management | Passive | 3.17% | +23.4% | Pro | Pro | n/a | n/a | Free account |
| NYLI Candriam U.S. Large Cap Equity ETFIndex IQ | Passive | 3.05% | n/a | Pro | Pro | n/a | n/a | Free account |
| iShares Russell 1000 Growth ETFBlackRock | Passive | 3.05% | n/a | Pro | Pro | 0.20% | n/a | Free account |
| Nasdaq 100 ESG Covered Call ETFGlobal X Funds | Passive | 2.99% | +10.5% | 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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