Sector exposure

Financial Institution

763 funds with Financial Institution exposure · showing top 10 · average allocation in displayed funds 45.2%

Funds
10
Avg weight
45.2%
Sector Signals · Financial Institution Rule-based · derived from FMP & FE data
Generating analysis…

AI outlook will appear here once data is loaded.

Momentum
—
Valuation
—
Fund sentiment
—
community voting · coming soon
Build a screen from this →

Top Financial Institution-exposed funds

Sorted by sector weight · 10 funds total
Fund
Manager
Sector weight
1Y return
BC
BlackRock Corporate Bond 1 to 10 Year Fund
GB00B3X6GL85
BlackRock
55.3%
+4.5%
VU
Vanguard USD Corporate 1-3 Year Bond UCITS ETF
IE000NATSYT3
Vanguard
46.7%
+21.2%
EC
Euro Corporate Bond Fund
LU0162658883
BlackRock
46.3%
+2.9%
CS
Candriam Sustainable Bond Euro Short Term
LU1434521826
Candriam
46%
+2.2%
GC
Global Corporate Bond
LU1066053437
HSBC
43.8%
+6.3%
PW
Phoenix Wealth iShares ESG Screened Overseas Corporate Bond Index
GB00BLS0BW71
Phoenix Wealth Limited
43.4%
+4%
IE
iShares ESG Screened Overseas Corporate Bond Index Fund
GB00B58YKH53
BlackRock
43.4%
+6%
CI
Canlife iShares ESG Screened Overseas Corporate Bond Index
GB00BF0ZGR81
Canada Life International
43.4%
+5%
GC
Global Corporate Bond Fund
LU0408846615
J.P. Morgan Asset Management
42.5%
+5.6%
BE
BlueOrchard Emerging Markets Impact Bond
LU2498532915
Schroders
40.8%
+6%
Top Financial Institution Holdings Across Funds
—
Euro-Schatz 2Y Future JUN 26 (DUM6)
Unknown
10.78%
in 1 funds
—
CBT US 2YR NOTE (CBT) Jun26
Unknown
4.75%
in 1 funds
—
HSBC GIF GEM DEBT TOTAL RETURN ZC USD
Unknown
3.92%
in 1 funds
—
CBT US LONG BOND(CBT) Jun26
Unknown
2.91%
in 1 funds
—
SPAIN(KINGDOM OF) 1.4% BDS 30/07/28 EUR1000
Unknown
2.22%
in 1 funds
—
BUONI POLIENNALI DEL TES 2.4% 15/03/29
Unknown
2.16%
in 1 funds
—
CBT US ULTRA BOND CBT Jun26
Unknown
2.03%
in 1 funds
—
HSBC GIF GLOBAL INVESTMENT GRADE SECURITISED CREDIT BOND ZC USD
Unknown
1.99%
in 1 funds
Conviction Score vs MSCI Benchmark
Fund weight vs MSCI World benchmark (0%)
BlackRock Corporate ..
+55.3%
Vanguard USD Corpora..
+46.7%
Euro Corporate Bond ..
+46.3%
Candriam Sustainable..
+46%
Global Corporate Bond
+43.8%
Phoenix Wealth iShar..
+43.4%
iShares ESG Screened..
+43.4%
Canlife iShares ESG ..
+43.4%
Global Corporate Bon..
+42.5%
BlueOrchard Emerging..
+40.8%
Performance Chart
Top 10-fund composite (rebased to 100, equal-weighted) Real fund NAV data 2025-06-24 → 2026-05-29
Financial Institution Sector News
Loading news...
FundBenchmark
Data updated in real-time from FMP, FE fundinfo & MSCI