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
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£500G
£SWDA
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 MSCI World Index. The Index measures the performance of large and mid capitalisation stocks across Developed Market countries which comply with MSCI's size, liquidity, and free-float criteria.
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£SWDA
Key takeaways
These funds track different benchmarks: £500G follows the S&P 500, which includes 500 of the largest listed companies in the United States, while £SWDA tracks the MSCI World Index, comprising around 1,500 companies in 23 developed countries. The ETFs also differ in fund manager, annual fund charges, and fund size. Both trade on the London Stock Exchange and have an accumulating distribution policy.
Fund highlights
Fund name
Amundi S&P 500
iShares Core MSCI World
Share currency
GBP
GBP
Base currency
USD
USD
Use of income
Accumulating
Accumulating
Fund size
£6.6B
£75B
Beta
-
1.00
Last price
£83.98
£81.51
Annual fund charges
0.15%
0.20%
Benchmark
S&P 500
MSCI World Index
Risk
-
Ticker
£500G
£SWDA
Trading on
LSE
LSE
Market data provided by CBOE Europe and Deutsche Börse.
Performance
CumulativeRolling yearsLump sum investment
£500G
£SWDA
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
£SWDA
Top holdings
Microsoft
4.40%
Apple
4.24%
NVIDIA
4.12%
Amazon
2.56%
Meta
1.87%
Broadcom
1.31%
Alphabet Class A
1.27%
Tesla
1.15%
Alphabet Class C
1.09%
Other
77.99%
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