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£UIFS
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 fund$IUFS
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 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
Share currency
GBP
USD
Base currency
USD
USD
Use of income
Accumulating
Accumulating
Fund size
£1.5bn
$2.1bn
Beta
-
0.98
Last price
£11.27
$15.14
Annual fund charges
0.15%
0.15%
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
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
Berkshire Hathaway Inc Class B
11.81%
JPMorgan Chase
10.96%
Visa
7.45%
Mastercard
5.46%
Bank of America
4.65%
Goldman Sachs
4.18%
Morgan Stanley
3.40%
Wells Fargo
3.25%
Citigroup
2.99%
Other
45.85%
Berkshire Hathaway Inc Class B
11.81%
JPMorgan Chase
10.96%
Visa
7.45%
Mastercard
5.46%
Bank of America
4.65%
Goldman Sachs
4.18%
Morgan Stanley
3.40%
Wells Fargo
3.25%
Citigroup
2.99%
Other
45.85%
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