Sector exposure

Investment Companies +0.00pp 7D

217 funds with Investment Companies exposure · showing top 10 · average allocation in displayed funds 4.4%

Funds
10
Avg weight
4.4%
Sector Signals · Investment Companies Rule-based · derived from FMP & FE data
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Top Investment Companies-exposed funds

Sorted by sector weight · 10 funds total
Fund
Manager
Sector weight
1Y return
F
Flexible
LU0392610902
UBS
19%
+6.7%
CS
Carnegie Strategifond
SE0010740217
Carnegie Fonder
15%
+12.4%
CA
China Allocation Opportunity (USD)
LU1226287529
UBS
5.6%
+18.5%
SB
Sovereign Bonds (USD)
LU0084219863
UBS
1.8%
+18.2%
BG
BlueBay Global High Yield Bond Fund
LU0549549219
RBC BlueBay Asset Management
0.6%
+9%
BI
BlueBay Investment Grade Bond Fund
LU0223989970
RBC BlueBay Asset Management
0.5%
+3.3%
BG
BlueBay Global Investment Grade Corporate Bond Fund
LU0847090429
RBC BlueBay Asset Management
0.5%
+4.2%
BI
BlueBay Investment Grade Euro Aggregate Bond Fund
LU0549542800
RBC BlueBay Asset Management
0.3%
+1.1%
BI
BlueBay Investment Grade Global Aggregate Bond Fund
LU1239087759
RBC BlueBay Asset Management
0.2%
+2.2%
SM
STANLIB Multi-Manager Global Equity
JE00BZ96XN73
STANLIB Collective Investments (RF) Limited
0%
+17.3%
Top Investment Companies Holdings Across Funds
—
UNITED STATES DEPARTMENT OF THE TREASURY 2.25% TB 15/11/27 USD100
Unknown
11.47%
in 1 funds
—
BUNDESREPUBLIK DEUTSCHLAND 0% BDS 15/05/36 EUR0.01
Unknown
7.04%
in 1 funds
—
UBS AG LONDON BRANCH PERLES 31/12/49
Unknown
4.46%
in 1 funds
AMZN
AMAZON.COM, INC.
Specialty Retail
4.4%
in 1 funds
—
CHINA (PEOPLES REPUBLIC OF) 3.27% BDS 19/11/30 CNY100
Unknown
4.16%
in 1 funds
—
FRANCE (GOVT OF) 2.5% NTS 25/05/30 EUR1
Unknown
3.89%
in 1 funds
MSFT
MICROSOFT CORPORATION
Software - Infrastructure
3.47%
in 1 funds
—
FRANCE (GOVT OF) 0.75% BDS 25/05/28 EUR1
Unknown
3.45%
in 1 funds
Conviction Score vs MSCI Benchmark
Fund weight vs MSCI World benchmark (0%)
Flexible
+19%
Carnegie Strategifond
+15%
China Allocation Opp..
+5.6%
Sovereign Bonds (USD)
+1.8%
BlueBay Global High ..
+0.6%
BlueBay Investment G..
+0.5%
BlueBay Global Inves..
+0.5%
BlueBay Investment G..
+0.3%
BlueBay Investment G..
+0.2%
STANLIB Multi-Manage..
+0%
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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Data updated in real-time from FMP, FE fundinfo & MSCI