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The investment objective of the Fund is to provide investors with a total return, taking into account both capital and income returns, which reflects the return of the S&P 500 Capped 35/20 Financials Index. The Index is a free float-adjusted market capitalisation weighted index that comprises companies included in the S&P 500 that are within the Global Industry Classification Standard (GICS) financials sector based on the Global Investable Market Indices methodology.
View fundThe investment objective of the Fund is to provide investors with a total return, taking into account both capital and income returns, which reflects the return of the S&P 500 Capped 35/20 Financials Index. The Index is a free float-adjusted market capitalisation weighted index that comprises companies included in the S&P 500 that are within the Global Industry Classification Standard (GICS) financials sector based on the Global Investable Market Indices methodology.
View fundKey takeaways
The ETFs $IUFS and £UIFS track the same security, and so are effectively the same fund. The primary difference between them is the share currency: $IUFS is denominated in USD ($), while £UIFS is denominated in GBP (£). Both are listed on the London Stock Exchange.
Fund highlights
Fund name | iShares S&P 500 Financials Sector | iShares S&P 500 Financials Sector |
|---|---|---|
GBP | USD | |
USD | USD | |
| Accumulating | Accumulating | |
Fund size | £1.8bn | $2.4bn |
| - | 0.98 | |
Last price | £12.39 | $16.58 |
| 0.15% | 0.15% | |
Fund manager | BlackRock | BlackRock |
Benchmark | S&P 500 Capped 35/20 Financials Index | S&P 500 Capped 35/20 Financials Index |
Risk | ||
Ticker | £UIFS | $IUFS |
Primary listing | LSE | LSE |
Documents | £UIFS Key Information Document | $IUFS Key Information Document |
Market data provided by CBOE Europe and Deutsche Börse.
Performance
CumulativeRolling yearsLump sum investment
£UIFS
$IUFS
Past performance is no guarantee of future returns.
The “cumulative” calculation shows returns on a price basis (i.e. excluding dividends). If an instrument trades in a different currency from your home currency, currency fluctuations may affect returns. These instruments are traded in different currencies, and performance is shown in the instruments' trading currencies
Sector exposure
ChartTable
£UIFS
$IUFS
Top holdings
JPMorgan Chase
11.48%
Berkshire Hathaway Inc Class B
11.30%
Visa
7.47%
Mastercard
5.51%
Bank of America
5.02%
Goldman Sachs
3.95%
Wells Fargo
3.36%
Morgan Stanley
3.24%
Citigroup
2.77%
Other
45.90%
JPMorgan Chase
11.48%
Berkshire Hathaway Inc Class B
11.30%
Visa
7.47%
Mastercard
5.51%
Bank of America
5.02%
Goldman Sachs
3.95%
Wells Fargo
3.36%
Morgan Stanley
3.24%
Citigroup
2.77%
Other
45.90%
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