Sector exposure

Investment Trusts +0.00pp 7D

78 funds with Investment Trusts exposure · showing top 8 · average allocation in displayed funds 11.3%

Funds
8
Avg weight
11.3%
Sector Signals · Investment Trusts Rule-based · derived from FMP & FE data
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Top Investment Trusts-exposed funds

Sorted by sector weight · 8 funds total
Fund
Manager
Sector weight
1Y return
HF
HSBC FTSE EPRA NAREIT DEVELOPED UCITS ETF
IE0009YEDMC6
HSBC
85.4%
+11.7%
JU
JPM UK Equity Core Fund
GB00B55QSH09
J.P. Morgan Asset Management
1.1%
+21.7%
ES
Europe Strategic Value Fund
LU0107398884
J.P. Morgan Asset Management
0.9%
+26.9%
SI
Strategic Income
LU2351068338
Union Bancaire Privée
0.8%
+6.2%
RL
Royal London Short Duration Credit Fund
GB00BJ4KSV52
Royal London Asset Management
0.8%
+6.8%
RL
Royal London Sterling Credit Fund
GB00B4W1ZT22
Royal London Asset Management
0.6%
+6.6%
RL
Royal London Corporate Bond Fund
GB00B3MBXC47
Royal London Asset Management
0.3%
+5.8%
RU
RLPPC UK Corporate Bond Fund
GB0032586801
Royal London Asset Management
0.2%
+5.8%
Top Investment Trusts Holdings Across Funds
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WELLTOWER INC.
Unknown
7.3%
in 1 funds
AZN
ASTRAZENECA PLC
Drug Manufacturers - General
7.2%
in 1 funds
HSBC
HSBC HOLDINGS PLC
Banks - Diversified
6.45%
in 2 funds
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PROLOGIS, INC.
Unknown
6.43%
in 1 funds
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EQUINIX INC
Unknown
5.16%
in 1 funds
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UB - GL HY SOL EXT DUR ZC USD
Unknown
4.82%
in 1 funds
SHEL
SHELL PLC
Oil & Gas Integrated
4.7%
in 2 funds
RR
ROLLS-ROYCE HOLDINGS PLC
Industrial - Machinery
4.1%
in 1 funds
Conviction Score vs MSCI Benchmark
Fund weight vs MSCI World benchmark (0%)
HSBC FTSE EPRA NAREI..
+85.4%
JPM UK Equity Core F..
+1.1%
Europe Strategic Val..
+0.9%
Strategic Income
+0.8%
Royal London Short D..
+0.8%
Royal London Sterlin..
+0.6%
Royal London Corpora..
+0.3%
RLPPC UK Corporate B..
+0.2%
Performance Chart
Top 8-fund composite (rebased to 100, equal-weighted) Real fund NAV data 2025-06-26 → 2026-05-29
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Data updated in real-time from FMP, FE fundinfo & MSCI