Compare funds
Evaluate funds side by side, to find the best fit for your investment goals.
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 fundThe 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 |
|---|---|---|
GBP | GBP | |
USD | USD | |
| Accumulating | Accumulating | |
Fund size | £6.6bn | £15bn |
| - | - | |
Last price | £111.88 | £39.10 |
| 0.15% | 0.12% | |
Fund manager | Amundi Luxembourg | SPDR ETFs |
Benchmark | S&P 500 | MSCI World Index |
Risk | - | - |
Ticker | £500G | £SWLD |
Primary listing | LSE | LSE |
Documents | £500G Key Information Document | £SWLD Key Information Document |
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
5.46%
Apple
5.17%
Microsoft
3.03%
Amazon
2.68%
Alphabet Class A
2.34%
Broadcom
1.96%
Alphabet Class C
1.84%
Meta
1.62%
Tesla
1.24%
Other
74.68%
Invest in £500G or £SWLD on Lightyear
Save on broker fees and invest in 6000+ stocks and funds. When you invest, your capital is at risk.