Sector exposure

Electronics +0.00pp 7D

655 funds with Electronics exposure · showing top 10 · average allocation in displayed funds 18.8%

Funds
10
Avg weight
18.8%
Sector Signals · Electronics Rule-based · derived from FMP & FE data
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Top Electronics-exposed funds

Sorted by sector weight · 10 funds total
Fund
Manager
Sector weight
1Y return
KE
Korea Equity Fund
LU0301635750
J.P. Morgan Asset Management
37.4%
+141.9%
CS
Candriam Sustainable Equity Japan
LU1434526460
Candriam
27.2%
+38%
GS
Guinness Sustainable Energy Fund
IE000JUVS7B9
Guinness AM
20.2%
+43.3%
CS
Candriam Sustainable Equity Emerging Markets
LU1434524093
Candriam
19.9%
+69.8%
AJ
Amova Japan Cash-Rich Equity Fund
LU2842864642
Amova Asset Management
18.2%
+54.3%
AS
ARTICO Sustainable Emerging Markets
LU0638828284
AWEA Fonds AG
16.6%
+52%
AJ
Amova Japan Value Fund
LU1314308336
Amova Asset Management
14.6%
+49.5%
AA
AMOVA ARK Disruptive Innovation Fund
LU1861556378
Amova Asset Management
13%
+20.3%
M(
M&G (Lux) Global Floating Rate High Yield Fund
LU1670721783
M&G Investments
10.9%
+2%
AW
AXA World Funds - US Dynamic High Yield Bonds
LU0998992639
AXA Investment Managers
10.4%
+8.3%
Top Electronics Holdings Across Funds
TSM
TAIWAN SEMICONDUCTOR MANUFACTURING COMPANY LIMITED
Semiconductors
9.33%
in 1 funds
TESLA, INC.
Unknown
8.97%
in 1 funds
SAMSUNG ELECTRO-MECHANICS CO
Unknown
7.8%
in 1 funds
SSNLF
SAMSUNG ELECTRONICS CO., LTD
Consumer Electronics
7.34%
in 2 funds
SK SQUARE CO LTD
Unknown
6.6%
in 1 funds
SK HYNIX INC.
Unknown
6.59%
in 2 funds
ROBINHOOD MARKETS INC
Unknown
5.97%
in 1 funds
ADVANCED MICRO DEVICES, INC.
Unknown
5.89%
in 1 funds
Conviction Score vs MSCI Benchmark
Fund weight vs MSCI World benchmark (0%)
Korea Equity Fund
+37.4%
Candriam Sustainable..
+27.2%
Guinness Sustainable..
+20.2%
Candriam Sustainable..
+19.9%
Amova Japan Cash-Ric..
+18.2%
ARTICO Sustainable E..
+16.6%
Amova Japan Value Fund
+14.6%
AMOVA ARK Disruptive..
+13%
M&G (Lux) Global Flo..
+10.9%
AXA World Funds - US..
+10.4%
Performance Chart
Top 10-fund composite (rebased to 100, equal-weighted) Real fund NAV data 2025-06-24 → 2026-05-29
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