Sector exposure

Mortgage Backed

220 funds with Mortgage Backed exposure · showing top 7 · average allocation in displayed funds 9.1%

Funds
7
Avg weight
9.1%
Sector Signals · Mortgage Backed Rule-based · derived from FMP & FE data
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Top Mortgage Backed-exposed funds

Sorted by sector weight · 7 funds total
Fund
Manager
Sector weight
1Y return
AI
American Income Portfolio
LU0044957727
AllianceBernstein
19.4%
+5.8%
VG
Vanguard Global Aggregate Bond UCITS ETF
IE00BG47KB92
Vanguard
11.8%
+1.6%
VG
Vanguard Global Bond Index Fund
IE00B2RHVP93
Vanguard
11.7%
+3.2%
CG
Capital Group Multi-Sector Income Fund (LUX)
LU2530431563
Capital Group
9.7%
+8.3%
PS
Pendal Short Term Income Securities
AU60WFS03774
Pendal Group
5.8%
+15.6%
VU
Vanguard U.S. Investment Grade Credit Index Fund
IE00B04GQT48
Vanguard
2.8%
+7.3%
RL
Royal London Short Term Fixed Income Enhanced Fund
GB00BG0ZNL86
Royal London Asset Management
2.7%
+4.4%
Top Mortgage Backed Holdings Across Funds
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BT Institutional Stable Cash Plus
Unknown
25.43%
in 1 funds
—
UNITED KINGDOM GILT 4% 22/10/2031
Unknown
17.44%
in 1 funds
—
FEDERAL NATIONAL MORTGAGE ASSOCIATION 5% MBPT 15/06/2034 USD1000
Unknown
6.15%
in 1 funds
—
COMMONWEALTH BANK AUST SR UNSECURED REGS 07/27 VAR
Unknown
4.7%
in 1 funds
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NATIONAL AUSTRALIA BANK LIMITED FRN 18/10/27 AUD200000REG S
Unknown
4.33%
in 1 funds
—
AUST + NZ BANKING GROUP SR UNSECURED REGS 02/28 VAR
Unknown
4%
in 1 funds
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NATIONAL AUSTRALIA BANK LIMITED FRN 25/11/27 AUD200000REG S
Unknown
3.82%
in 1 funds
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UNITED STATES DEPARTMENT OF THE TREASURY 6.25% NOTES 15/5/2030 USD1000
Unknown
3.79%
in 1 funds
Conviction Score vs MSCI Benchmark
Fund weight vs MSCI World benchmark (0%)
American Income Port..
+19.4%
Vanguard Global Aggr..
+11.8%
Vanguard Global Bond..
+11.7%
Capital Group Multi-..
+9.7%
Pendal Short Term In..
+5.8%
Vanguard U.S. Invest..
+2.8%
Royal London Short T..
+2.7%
Performance Chart
Top 7-fund composite (rebased to 100, equal-weighted) Real fund NAV data 2025-06-24 → 2026-05-29
Mortgage Backed Sector News
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FundBenchmark
Data updated in real-time from FMP, FE fundinfo & MSCI