Funds Benchmark
Funds in our coverage with Visa Inc. Class A among their ten largest positions, with about £10.0B of those funds’ assets in it. FE fundinfo data, to 31 Oct 2026.
| 5Y | Volatility | Quartile | ||||||
|---|---|---|---|---|---|---|---|---|
| Global Franchise FundNinety One | Active | 9.50% | +3.3% | Pro | Pro | 0.94% | £6.5B | Free account |
| iShares U.S. Financial Services ETFBlackRock | Passive | 9.01% | +3.4% | Pro | Pro | n/a | n/a | Free account |
| Global Quality Equity FundNinety One | Active | 8.52% | +2.4% | Pro | Pro | 0.96% | £1.2B | Free account |
| USA Lower Carbon ESG Tilt Equity Index FundHSBC | Passive | 8.48% | +27.4% | Pro | Pro | 0.03% | £39.8M | Free account |
| iShares S&P 500 Financials Sector UCITS ETFBlackRock | Passive | 8.13% | +6.7% | Pro | Pro | 0.15% | £1.7B | Free account |
| iShares U.S. Industrials ETFBlackRock | Passive | 7.70% | +7.6% | Pro | Pro | n/a | n/a | Free account |
| State Street Financial Select Sector SPDR ETFSPDR ETFs | Passive | 7.55% | +2.0% | Pro | Pro | 0.08% | n/a | Free account |
| Fidelity MSCI Financials Index ETFFidelity | Passive | 6.81% | +1.6% | Pro | Pro | n/a | n/a | Free account |
| Egerton Capital Equity Fund plcEgerton | Not classified | 6.80% | +1.0% | Pro | Pro | 1.50% | £6.1B | Free account |
| TechnologyDNB AM | Not classified | 6.59% | +18.0% | Pro | Pro | 1.56% | £2.2B | Free account |
| Developed World Lower Carbon ESG Tilt Equity Index FundHSBC | Passive | 6.25% | +20.8% | Pro | Pro | 0.14% | £6.4B | Free account |
| Amplify CWP Enhanced Dividend Income ETFAmplify ETF Trust | Passive | 5.82% | +14.7% | Pro | Pro | n/a | n/a | Free account |
| Leatherback Long/Short Alternative Yield ETFLeatherback Asset Management | Passive | 5.67% | n/a | Pro | Pro | n/a | n/a | Free account |
| Platinum InternationalPlatinum Asset Management | Not classified | 5.65% | −0.8% | Pro | Pro | n/a | £935.6M | Free account |
| Global Brands FundMorgan Stanley Investment Management | Active | 5.42% | −6.5% | Pro | Pro | 1.83% | £7.8B | Free account |
| Brown Advisory Global Leaders FundBrown Advisory | Active | 5.10% | n/a | Pro | Pro | 0.80% | £3.2B | Free account |
| UBS S&P 500 ESG Elite UCITS ETFUBS | Passive | 5.03% | +26.7% | Pro | Pro | 0.18% | £1.2B | Free account |
| Brown Advisory US Sustainable Growth FundBrown Advisory | Active | 5.00% | +2.0% | Pro | Pro | 1.61% | £1.4B | Free account |
| Ironbark Brown Advisory Global Share FundIronbark Asset Management Ltd | Not classified | 5.00% | +0.5% | Pro | Pro | 0.60% | £495.0M | Free account |
| BlackRock Global Unconstrained Equity FundBlackRock | Not classified | 4.99% | +5.4% | Pro | Pro | 0.95% | £3.5B | Free account |
| Fundsmith Equity FundFundsmith | Active | 4.97% | +1.9% | Pro | Pro | 0.94% | £12.3B | Free account |
| Fundsmith Equity FundFundsmith | Active | 4.97% | +1.9% | Pro | Pro | 0.95% | £3.9B | Free account |
| ALPS | O’Shares U.S. Quality Dividend ETFALPS Funds | Passive | 4.92% | +7.7% | Pro | Pro | n/a | n/a | Free account |
| Ultra FinancialsProShares | Not classified | 4.88% | −14.0% | Pro | Pro | n/a | n/a | Free account |
| Equity OpportunitiesEdmond de Rothschild | Not classified | 4.86% | n/a | Pro | Pro | n/a | £13.6M | Free account |
| TM Natixis Loomis Sayles U.S. Equity Leaders FundThesis Unit Trust Management | Active | 4.80% | −2.8% | Pro | Pro | 0.60% | £1.4B | Free account |
| CastleArk Large Growth ETFCastleArk | Passive | 4.74% | n/a | Pro | Pro | n/a | n/a | Free account |
| Loomis Sayles U.S. Growth Equity FundNatixis Investment Managers | Active | 4.73% | −3.7% | Pro | Pro | 1.01% | £3.7B | Free account |
| SKAGEN Global VerdipapirfondStorebrand | Active | 4.68% | +1.7% | Pro | Pro | 1.00% | £2.4B | Free account |
| Global EquitiesC WorldWide Fund Management S.A. | Active | 4.64% | +8.9% | Pro | Pro | 0.01% | £1.2B | Free account |
| Dow 30 Covered Call & Growth ETFGlobal X Funds | Passive | 4.61% | n/a | Pro | Pro | n/a | n/a | Free account |
| US SELECT GrowthEdgewood L Select | Active | 4.59% | −14.8% | Pro | Pro | 1.92% | £1.2B | Free account |
| US Flexible Equity FundBlackRock | Active | 4.52% | +14.5% | Pro | Pro | 1.81% | £1.9B | Free account |
| Global Quality FundMorgan Stanley Investment Management | Active | 4.40% | +0.4% | Pro | Pro | 1.83% | £1.1B | Free account |
| ClearBridge Large Cap Growth Select ETFClearBridge | Passive | 4.39% | +10.9% | Pro | Pro | n/a | n/a | Free account |
| Trojan FundTroy Asset Management | Active | 4.35% | +3.9% | Pro | Pro | 1.01% | £4.9B | Free account |
| Principal U.S. Mega-Cap ETFPrincipal | Passive | 4.33% | +14.5% | Pro | Pro | n/a | n/a | Free account |
| Vanguard Financials ETF | Passive | 4.30% | +1.8% | Pro | Pro | 0.10% | n/a | Free account |
| Wellington Global Stewards FundWellington | Active | 4.27% | +20.9% | Pro | Pro | 0.10% | £1.5B | Free account |
| State Street SPDR Dow Jones Industrial Average ETF TrustSPDR ETFs | Passive | 4.24% | +11.9% | Pro | Pro | 0.16% | n/a | Free account |
| US High Profitability ETFDimensional | Passive | 4.22% | n/a | Pro | Pro | 0.19% | n/a | Free account |
| Dow 30 Covered Call ETFGlobal X Funds | Passive | 4.20% | +12.1% | Pro | Pro | n/a | n/a | Free account |
| iShares Dow Jones Industrial Average UCITS ETFBlackRock | Passive | 4.18% | +7.3% | Pro | Pro | 0.33% | £1.4B | Free account |
| Premium BrandsPictet | Active | 4.15% | −4.6% | Pro | Pro | 1.09% | £995.4M | Free account |
| UBS MSCI USA Socially Responsible UCITS ETFUBS | Passive | 4.13% | +19.2% | Pro | Pro | 0.19% | £955.8M | Free account |
| UBS MSCI USA Socially Responsible UCITS ETFUBS | Passive | 4.13% | +20.0% | Pro | Pro | 0.22% | £858.0M | Free account |
| Magellan GlobalMagellan Investment Partners | Not classified | 3.99% | +5.0% | Pro | Pro | 1.35% | £2.4B | Free account |
| Sands Capital Global Growth FundSands Capital | Active | 3.96% | −6.5% | Pro | Pro | 0.89% | £2.4B | Free account |
| DPAM B Equities NewGems SustainableDegroof Petercam Asset Management | Active | 3.96% | +14.3% | Pro | Pro | 1.79% | £1.2B | Free account |
| Us Equity Fundamental GrowthAmundi | Active | 3.96% | −3.6% | Pro | Pro | 0.86% | £2.2B | 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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