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 fund
VS
The investment objective of the Fund is to track the performance of large and mid-sized equities in developed markets globally.
View fund

Key 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 comparison highlights
Fund name
Amundi S&P 500SPDR MSCI World
GBP
GBP
USD
USD
AccumulatingAccumulating
Fund size
£6.1B£15B
--
Last price
£115.06£39.97
0.15%0.12%
Fund manager
Amundi LuxembourgSPDR ETFs
Benchmark
S&P 500MSCI World Index
Risk
Ticker
£500G£SWLD
Primary listing
LSELSE
Documents
Costs disclosure document
Costs disclosure document
Market data provided by CBOE Europe and Deutsche Börse.

Performance

CumulativeRolling yearsLump sum investment

Sector exposure

ChartTable
£500G
£SWLD

Top holdings

NVIDIA

7.94%

Apple

7.08%

Microsoft

5.75%

Amazon

3.93%

Alphabet Class A

3.06%

Broadcom

2.63%

Alphabet Class C

2.44%

Meta

1.91%

Micron Technology

1.59%

Other

63.67%

Apple

5.49%

NVIDIA

5.48%

Microsoft

4.13%

Amazon

2.80%

Alphabet Class A

2.20%

Alphabet Class C

1.73%

Meta

1.67%

Broadcom

1.66%

Tesla

1.18%

Other

73.64%

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.