Sector exposure

Insurance +0.00pp 7D

3,512 funds with Insurance exposure · showing top 10 · average allocation in displayed funds 17%

Funds
10
Avg weight
17%
Sector Signals · Insurance Rule-based · derived from FMP & FE data
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Top Insurance-exposed funds

Sorted by sector weight · 10 funds total
Fund
Manager
Sector weight
1Y return
PS
Preferred Securities Fund
IE000CVS3O46
Principal
24.9%
+8.7%
FB
Financial Bonds
FR0011034495
Edmond de Rothschild
20.3%
+5.5%
AE
Ares European Strategic Income Fund
LU2702161618
ARES Management
18%
+8.7%
RL
Royal London Sterling Credit Fund
GB00B4W1ZT22
Royal London Asset Management
17.5%
+6.4%
RL
Royal London Corporate Bond Fund
GB00B3MBXC47
Royal London Asset Management
16.3%
+5.8%
TA
TwentyFour Absolute Return Credit Fund
LU1267852082
Vontobel
15.5%
+4.2%
RL
Royal London Investment Grade Short Dated Credit Fund
GB00BDR6MS36
Royal London Asset Management
15.3%
+4.7%
RU
RLPPC UK Corporate Bond Fund
GB0032586801
Royal London Asset Management
14.8%
+5.8%
SS
State Street Financial Select Sector SPDR ETF
US81369Y6059
SPDR ETFs
13.7%
+2.8%
EC
Euro Countries Income (EUR)
LU1121265463
UBS
13.6%
+18.5%
Top Insurance Holdings Across Funds
—
BERKSHIRE HATHAWAY INC.
Unknown
12.46%
in 1 funds
JPM
JPMORGAN CHASE & CO.
Banks - Diversified
11.24%
in 1 funds
—
OBL 2 1/2 04/16/31
Unknown
7.6%
in 1 funds
V
VISA INC.
Financial - Credit Services
7.2%
in 1 funds
—
MASTERCARD INCORPORATED
Unknown
5.77%
in 1 funds
—
PRINC GIF HG GR CP SEC-XHED
Unknown
4.69%
in 1 funds
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BANK OF AMERICA CORPORATION
Unknown
4.59%
in 1 funds
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GOLDMAN SACHS GROUP, INC. (THE)
Unknown
3.6%
in 1 funds
Conviction Score vs MSCI Benchmark
Fund weight vs MSCI World benchmark (0%)
Preferred Securities..
+24.9%
Financial Bonds
+20.3%
Ares European Strate..
+18%
Royal London Sterlin..
+17.5%
Royal London Corpora..
+16.3%
TwentyFour Absolute ..
+15.5%
Royal London Investm..
+15.3%
RLPPC UK Corporate B..
+14.8%
State Street Financi..
+13.7%
Euro Countries Incom..
+13.6%
Performance Chart
Top 10-fund composite (rebased to 100, equal-weighted) Real fund NAV data 2025-06-24 → 2026-03-10
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Data updated in real-time from FMP, FE fundinfo & MSCI