Compare funds
Evaluate funds side by side, to find the best fit for your investment goals.
£500G
The objective of this Sub-Fund is to track the performance of S&P 500 Index, and to minimise the tracking error between the net asset value of the Sub-Fund and the performance of the Index
View fund£SWLD
The investment objective of the Fund is to track the performance of large and mid-sized equities in developed markets globally.
View fundKey takeaways
These funds track different benchmarks: £500G follows the S&P 500, which includes 500 of the largest companies in the United States, while £SWLD tracks the MSCI World Index, covering approximately 1,500 companies across 23 developed countries.
They also differ in annual fund charges (£500G: 0.15%, £SWLD: 0.12%) and fund size (£SWLD is larger than £500G).
Both funds are accumulating, managed by different entities, and trade on the London Stock Exchange.
Fund highlights
Fund name
Amundi S&P 500
SPDR MSCI World
Share currency
GBP
GBP
Base currency
USD
USD
Use of income
Accumulating
Accumulating
Fund size
£6.6bn
£14bn
Beta
-
-
Last price
£109.99
£38.27
Annual fund charges
0.15%
0.12%
Benchmark
S&P 500
MSCI World Index
Risk
-
-
Ticker
£500G
£SWLD
Primary listing
LSE
LSE
Market data provided by CBOE Europe and Deutsche Börse.
Performance
CumulativeRolling yearsLump sum investment
£500G
£SWLD
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.
Sector exposure
ChartTable
£500G
£SWLD
Top holdings
Amazon
4.22%
NVIDIA
3.78%
Alphabet Class A
3.31%
Walmart
2.92%
Costco
2.43%
Berkshire Hathaway
2.41%
AbbVie
2.23%
Microsoft
1.94%
Tesla
1.93%
Other
74.83%
NVIDIA
6.38%
Apple
4.87%
Microsoft
3.21%
Amazon
2.86%
Alphabet Class A
2.60%
Broadcom
2.20%
Alphabet Class C
2.15%
Meta
1.50%
Tesla
1.40%
Other
72.83%
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