Dow Jones drops 3.44% amid chip sector collapse
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.
Funds in our coverage with Thermo Fisher Scientific Inc among their ten largest positions, with about £4.1B of those funds’ assets in it. FE fundinfo data, to 31 Oct 2026.
| 5Y | Volatility | Quartile | ||||||
|---|---|---|---|---|---|---|---|---|
| Veritas Global Focus FundVeritas AM | Active | 5.22% | +3.4% | Pro | Pro | 0.05% | £1.4B | Free account |
| Global Core Equity FundJ.P. Morgan Asset Management | Active | 5.02% | +2.7% | Pro | Pro | 0.42% | £2.9B | Free account |
| Lindsell Train Global Equity FundLindsell Train | Active | 4.91% | −7.7% | Pro | Pro | 0.68% | £2.2B | Free account |
| Bellevue Sustainable HealthcareBellevue Asset Management | Active | 4.41% | +7.2% | Pro | Pro | 2.18% | £55.1M | Free account |
| Tareno Sustainable Healthcare FundTareno | Active | 4.40% | +11.8% | Pro | Pro | 0.92% | £139.2M | Free account |
| Pru FRIA AXA Framlington Health PnPru | Not classified | 4.40% | n/a | Pro | Pro | n/a | £469K | Free account |
| GMO Quality Investment FundGMO | Active | 4.20% | +12.5% | Pro | Pro | 0.49% | £6.5B | Free account |
| Global Healthcare FundFidelity | Active | 4.15% | +5.4% | Pro | Pro | 2.65% | £945.5M | Free account |
| Global Healthcare FundJ.P. Morgan Asset Management | Active | 4.10% | +15.2% | Pro | Pro | 1.81% | £2.5B | Free account |
| iShares S&P 500 Health Care Sector UCITS ETFBlackRock | Passive | 4.09% | +28.3% | Pro | Pro | 0.15% | £2.2B | Free account |
| State Street Health Care Select Sector SPDR ETFSPDR ETFs | Passive | 4.08% | +27.8% | Pro | Pro | 0.08% | £31.2B | Free account |
| iShares U.S. Healthcare ETFBlackRock | Passive | 3.95% | +25.6% | Pro | Pro | 0.44% | n/a | Free account |
| U.S. Quality ETFGMO | Active | 3.90% | +19.9% | Pro | Pro | n/a | n/a | Free account |
| Healthcare SelectC WorldWide Fund Management S.A. | Active | 3.84% | +13.0% | Pro | Pro | 0.01% | £553.0M | Free account |
| Alico PPB Invesco Perpetual Global Dynamic Theme PnAlico | Not classified | 3.78% | n/a | Pro | Pro | n/a | £80K | Free account |
| Health Care InnovatorsBNP PARIBAS ASSET MANAGEMENT | Active | 3.74% | +11.0% | Pro | Pro | 1.96% | £1.3B | Free account |
| World Healthscience FundBlackRock | Active | 3.74% | +19.8% | Pro | Pro | 1.81% | £10.4B | Free account |
| Xtrackers MSCI USA Health Care UCITS ETFDWS | Passive | 3.69% | +22.2% | Pro | Pro | 0.12% | £661.1M | Free account |
| Candriam Equities L OncologyCandriam | Active | 3.69% | +25.0% | Pro | Pro | 1.94% | £1.2B | Free account |
| Parnassus US ESG EquitiesABN AMRO | Active | 3.13% | +7.3% | Pro | Pro | 1.68% | £1.4B | Free account |
| UBS (Lux) Security Equity FundUBS | Active | 3.12% | +18.0% | Pro | Pro | 1.14% | £1.5B | Free account |
| Fidelity MSCI Health Care Index ETFFidelity | Passive | 3.09% | +28.1% | Pro | Pro | n/a | n/a | Free account |
| Worldwide Healthcare Trust PLCFrostrow Capital LLP | Not classified | 3.00% | +17.8% | Pro | Pro | 0.90% | £1.4B | Free account |
| Legal & General Global Health and Pharmaceuticals Index TrustLegal & General | Passive | 2.80% | +19.2% | Pro | Pro | 0.69% | £1.1B | Free account |
| Mirova Global Sustainable EquityNatixis Investment Managers | Active | 2.76% | +5.4% | Pro | Pro | 0.81% | £4.3B | Free account |
| Xtrackers MSCI World Health Care UCITS ETFDWS | Passive | 2.71% | +20.7% | Pro | Pro | 0.25% | £2.8B | Free account |
| Mirova Thematic WaterNatixis Investment Managers | Active | 2.70% | +5.8% | Pro | Pro | 1.01% | £457.4M | Free account |
| Global Life Sciences FundJanus Henderson Investors | Active | 2.68% | +22.7% | Pro | Pro | 0.89% | £4.1B | Free account |
| Templeton Growth (Euro) FundFranklin Templeton | Active | 2.63% | +0.9% | Pro | Pro | 1.81% | £6.9B | Free account |
| GROUPAMA GLOBAL ACTIVE EQUITYGroupama | Active | 2.55% | n/a | Pro | Pro | 1.63% | £3.1B | Free account |
| R-co ValorRothschild & Co Asset Management | Active | 2.39% | −8.7% | Pro | Pro | 1.60% | £8.6B | Free account |
| BNY Mellon Global Equity FundBNY | Active | 2.34% | −0.2% | Pro | Pro | 1.60% | £1.5B | Free account |
| MFS Global Equity TrustMFS | Active | 2.13% | +4.8% | Pro | Pro | n/a | £856.2M | Free account |
| MFS Hedged Global Equity TrustMFS | Active | 2.13% | +14.5% | Pro | Pro | n/a | £856.2M | Free account |
| Global Equity FundMFS | Active | 2.11% | +3.4% | Pro | Pro | 2.05% | £1.4B | Free account |
| Global Equity Income SelectAmundi | Active | 2.06% | +4.5% | Pro | Pro | 1.78% | £2.6B | Free account |
| Global Megatrend SelectionPictet | Active | 1.09% | +5.5% | Pro | Pro | 1.10% | £7.8B | Free account |
| DNCA Invest - Alpha BondsNatixis Investment Managers | Active | 1.00% | −2.4% | Pro | Pro | 0.67% | £27.2B | Free account |
| Amundi S&P 500 Equal Weight ESG UCITS ETFAmundi | Passive | 0.37% | +10.7% | Pro | Pro | 0.20% | £2.1B | 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.
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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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