Sector exposure

Investment Companies

4 funds with Investment Companies exposure · weighted average allocation 18.7% · 471st largest sector ranked across tracked funds

Funds
4
Avg weight
18.7%
Sector rank
#471 of 586
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Top Investment Companies-exposed funds

Sorted by sector weight · 4 funds total
Fund
Manager
Sector weight
1Y return
F
Flexible
LU0392610902
UBS
45.1%
+5.6%
CS
Carnegie Strategifond
SE0000429813
Carnegie Fonder
15%
+11.7%
CA
China Allocation Opportunity (USD)
LU1226287529
UBS
11%
+15.3%
SB
Sovereign Bonds (USD)
LU0084219863
UBS
3.7%
+14.8%
Top Investment Companies Holdings Across Funds
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TENCENT HOLDINGS LIMITED
Unknown
4.68%
in 1 funds
—
UBS AG LONDON BRANCH PERLES 31/12/49
Unknown
3.86%
in 1 funds
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ALIBABA GROUP HLDG LTD
Unknown
3.11%
in 1 funds
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UBS ETF SICAV MSCI SWITZERLAND 20/35 UCITS A CHF ACC
Unknown
2.62%
in 1 funds
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TREASURY NOTE (OTR)
Unknown
2.28%
in 1 funds
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UNITED STATES DEPARTMENT OF THE TREASURY 0% TB 30/07/26 USD100
Unknown
2.05%
in 1 funds
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EUROPEAN INVESTMENT BANK 3.625% BDS 15/07/30 USD1000
Unknown
2.05%
in 1 funds
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MUNICIPALITY FINANCE PLC 3.25% BDS 24/08/27 USD200000REG S
Unknown
2.05%
in 1 funds
Conviction Score vs MSCI Benchmark
Fund weight vs MSCI World benchmark (0%)
Flexible
+45.1%
Carnegie Strategifond
+15%
China Allocation Opp..
+11%
Sovereign Bonds (USD)
+3.7%
Performance Chart
Top 4-fund composite (rebased to 100, equal-weighted) Investment Companies ETF (benchmark) Real fund NAV data 2025-05-12 → 2026-04-30
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Data updated in real-time from FMP, FE fundinfo & MSCI