Sector exposure

Investment

10 funds with Investment exposure · weighted average allocation 56.6% · 571st largest sector ranked across tracked funds

Funds
10
Avg weight
56.6%
Sector rank
#571 of 920
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Top Investment-exposed funds

Sorted by sector weight · 10 funds total
Fund
Manager
Sector weight
1Y return
PI
Pantheon International Plc
GB00BP37WF17
Pantheon Ventures
100%
+43.4%
VG
VanEck Global Listed Private Equity ETF
AU0000187452
VanEck
100%
-0.5%
HF
HSBC FTSE EPRA NAREIT DEVELOPED UCITS ETF
IE0009YEDMC6
HSBC
84.7%
+16.7%
GI
Global Investment Grade Credit Fund
IE0003BVXS59
PIMCO
62.8%
+3.8%
NB
Neuberger Berman Short Duration Euro Bond Fund
IE000BN78WH6
Neuberger Berman
49.6%
+4.8%
F
Flexible
LU0392610902
UBS
45.1%
+5.6%
AR
All Roads
LU0718508897
Lombard Odier
33.6%
+10.9%
GS
Goldman Sachs Tactical Tilt Overlay Portfolio
LU0654088722
Goldman Sachs Asset Management
33.3%
+2.3%
GM
Global Multi-Asset Conservative
LU1883329358
Amundi
32.5%
+9.6%
DI
Diversified Income Fund
IE000O2ARBQ5
PIMCO
24.5%
+6.3%
Top Investment Holdings Across Funds
—
Apollo Asset Management Inc.
Unknown
7.4%
in 1 funds
—
3I GROUP PLC ORD 73 19/22P
Unknown
7.33%
in 1 funds
—
BLACKSTONE INC.
Unknown
7.06%
in 1 funds
—
KKR & CO. INC.
Unknown
6.89%
in 1 funds
—
WELLTOWER INC.
Unknown
6.84%
in 1 funds
—
PROLOGIS, INC.
Unknown
6.35%
in 1 funds
—
INSIGHT PARTNERS
Unknown
6.3%
in 1 funds
—
ARES MANAGEMENT CORPORATION
Unknown
6.29%
in 1 funds
Conviction Score vs MSCI Benchmark
Fund weight vs MSCI World benchmark (0%)
Pantheon Internation..
+100%
VanEck Global Listed..
+100%
HSBC FTSE EPRA NAREI..
+84.7%
Global Investment Gr..
+62.8%
Neuberger Berman Sho..
+49.6%
Flexible
+45.1%
All Roads
+33.6%
Goldman Sachs Tactic..
+33.3%
Global Multi-Asset C..
+32.5%
Diversified Income F..
+24.5%
Performance Chart
Top 10-fund composite (rebased to 100, equal-weighted) Investment 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