Sector exposure

Investment Trusts

3 funds with Investment Trusts exposure · weighted average allocation 28.9% · 769th largest sector ranked across tracked funds

Funds
3
Avg weight
28.9%
Sector rank
#769 of 959
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Top Investment Trusts-exposed funds

Sorted by sector weight · 3 funds total
Fund
Manager
Sector weight
1Y return
HF
HSBC FTSE EPRA NAREIT DEVELOPED UCITS ETF
IE0009YEDMC6
HSBC
84.7%
+16.7%
ES
Europe Strategic Value Fund
LU0107398884
J.P. Morgan Asset Management
1.4%
+30.4%
RL
Royal London Sterling Credit Fund
GB00B4W1ZT22
Royal London Asset Management
0.6%
+6.6%
Top Investment Trusts Holdings Across Funds
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WELLTOWER INC.
Unknown
6.84%
in 1 funds
—
PROLOGIS, INC.
Unknown
6.35%
in 1 funds
—
EQUINIX INC
Unknown
4.57%
in 1 funds
—
HSBC HOLDINGS PLC
Unknown
4.1%
in 1 funds
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ROCHE HOLDING AG
Unknown
3.9%
in 1 funds
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SHELL PLC
Unknown
3.8%
in 1 funds
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NESTLE S.A.
Unknown
3.7%
in 1 funds
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SIMON PROPERTY GROUP, INC.
Unknown
3.18%
in 1 funds
Conviction Score vs MSCI Benchmark
Fund weight vs MSCI World benchmark (0%)
HSBC FTSE EPRA NAREI..
+84.7%
Europe Strategic Val..
+1.4%
Royal London Sterlin..
+0.6%
Performance Chart
Top 3-fund composite (rebased to 100, equal-weighted) Investment Trusts 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