Each month we check in performance of European dominant stocks, bonds and active exchange sales financing, the largest sold in the UK.
Morning Star US Market Index It rose 5.37% during May, up 6.95% over the past year. Morning Star US Core Bond Index It fell 1.68% last month, down 0.45% over the past year.
In the global market, stocks rose 4.80% during May. Morningstar Global Market Index. Bonds fell 1.42% Morningstar Global Core Bond Index. Over the past year, global stocks have grown by 7.06% and global bonds have grown by 0.77%.
UK’s largest stock ETF performance
Last month’s top performer won 5.27% in the £30.2 billion Invesco S&P 500 UCITS ETF SPXS out of Europe’s biggest 10 stock ETFs. The bottom performer was iShares Core Msci em Imi Ucits etf eimi, which earned 3.77%.
Details of the performance of the largest stock ETFs.
iShares VII PLC -ISHARES CORE S&P 500 UCITSETF CSSPX
iShares VII PLC – ISHARES Core S&P 500 UCITS ETF won 5.26% in May, up 5.18%, roughly in line with the US average fund in the large blend equity category. The £87.3 billion fund has won 6.90% in the last 12 months, but the average fund in that category has increased by 4.47%. The iShares Fund, launched in May 2010, has risen 11.55% over the past three years and has scored 13.63% over the past five years.
iShares Core MSCI World UCits ETF IWDA
The £79.1 billion iShares Core MSCI World Ucits ETF rose 4.94% in May. The fund’s profit exceeded the 4.67% profit for the average fund in the global large blend equity category, remaining in the 45th percentile for performance. Over the past 12 months, the iShares fund has risen 7.38%, while the average fund in that category has risen 4.70%. The fund, which began in September 2009, has risen 10.71% over the past three years and has risen 12.29% over the past five years.
Vanguard S&P 500 UCITS ETF VUSD
The £51 billion Vanguard S&P 500 UCits ETF rose 5.25% in May. The fund’s profits are roughly consistent with the 5.18% profits of the average fund in the US large blend equity category, reaching the 58th percentile due to performance. Over the past 12 months, the Vanguard Fund has risen 6.89%, while the average fund in that category has risen 4.47%. The fund, launched in May 2012, has risen 11.54% over the past three years and 13.62% over the past five years.
Investco S&P 500 UCITS ETF SPXS
The £30.2 billion Invesco S&P 500 UCits ETF rose 5.27% in May. The fund’s profits were roughly in line with the 5.18% profits of the average fund in the US’s large blend equity category, remaining in the 55th percentile for performance. Over the past 12 months, the Investco fund has risen 7.09%, while the average fund in that category has risen 4.47%. The fund, launched in May 2010, has risen 11.77% over the past three years and has won 13.86% over the past five years.
Vanguard FTSE All-World UCits ETF VWRD
In May, the Vanguard FTSE All-World UCits ETF rose 4.69%, while the average global large blend equity fund rose 4.67%. The fund was placed in the 55th percentile for performance. The £29.7 billion fund has risen 7.41% over the past 12 months, surpassing the average fund in its category and up 4.70%. The Vanguard Fund, which launched in May 2012, has risen 9.76% over the past three years and has scored 11.38% over the past five years.
The biggest UK bond ETF performance
Of Europe’s 10 largest bond ETFs, the top performer last month was the £5.8 billion ISHARES € High Alde Corp Bond UCits ETF IHYG, which won 0.20%. The performer below was the £5.5 billion iShares $TREASURY BOND 7-10YR UCITS ETF IDTM, losing 2.13%.
Details of the performance of the largest bond ETFs.
iShares $ TREASURY BOND 0-1YR UCITS ETF IB01
iShares $TREASURY Bonds 0-1 year old UCITS ETF lost 0.64% in May, roughly coinciding with the average fund in the USD Ultra Short Term Debt category, which fell 0.65%. The £16.7 billion fund has lost 1.01% in the last 12 months, but the average fund in that category has fallen by 1.04%. The iShares Fund, which launched in February 2019, rose 2.01% over the past three years and has achieved 0.82% over the past five years.
iShares Core€Corp Bond UCits Etf IEAC
In May, the iShares Core€Corp Bond Ucits ETF fell by 0.53%, while the average Eur Corporate Fund fell by 0.70%. The fund was placed in the 18th percentile for performance. The £12.1 billion fund has risen 5.06% over the past 12 months, surpassing the average fund in its category and up 4.57%. The iShares Fund, which started in March 2009, has risen 2.39% over the past three years and lost 0.76% over the past five years.
iShares $ TREASURY BOND 1-3YR UCITS ETF IBTS
In May, the iShares $TREASURY Bonds 1-3YR UCITS ETF fell 1.17%, while average USD government bonds – short-term funds lost 1.25%. The fund was placed in the 14th percentile for performance. The £9.1 billion fund has fallen 0.18% over the past 12 months, down 0.52%, down from the average fund in that category. The iShares Fund, which started in June 2006, has risen 0.71% over the past three years and lost 0.53% over the past five years.
iShares Core Global Aggregate Bond Ucits Etf Aggg
The iShares Core Global Globerate Bond Ucits ETF lost 1.30% in May and ran roughly along the average funds in the global diverse bond category, which fell 1.36%. The £8.5 billion fund has won 0.96% in the last 12 months, but the average fund in that category has increased by 0.71%. The iShares Fund, which launched in November 2017, has dropped by 1.34% over the past three years and lost 3.14% over the past five years.
iShares $ corp bond ucits etf lqde
The £6.1 billion iShares $ Corp Bond Ucits ETF fell 0.88% in May. The fund’s losses remained in the 20th percentile for performance, locking out a loss of 1.29% for the average fund in the USD corporate debt category. Over the past 12 months, the iShares funds have declined by 0.72%, while the average funds in that category have declined by 1.23%. The fund, launched in March 2003, fell 0.13% over the past three years and lost 2.27% over the past five years.
Largest UK Active ETF Performance
Passive ETFs have portfolios whose holdings are designed to track index performance, while active ETFs are managed by portfolio managers who make decisions about which investments to own. Similar to index tracking ETFs, active ETFs are traded in exchange and are typically lower cost than traditional active, managed mutual funds.
Last month’s top performer won 5.47% in the £874.1 million Invesco Global Active ESG Equity UCits ETF IQSA of 574.1 million. The lowest performer was the £1 billion JPMorgan ETF (Ireland) ICAV -EUR Ultra -Short Income Active UCITS ETF JEST, losing 0.86%.
Learn more about the performance of your largest active ETFs.
JPMORGAN ETFS (Ireland) ICAV -US Research Enhanced Index Equity Active UCits ETF JREU
The £8.7 billion JPMorgan ETF (Ireland) ICAV -US Research Enhanced Index Equity Active UCits ETF rose 5.23% in May. The fund’s profits were roughly in line with the 5.18% profits of the average fund in the US’s large blend equity category, leaving the 60th percentile for performance. The fund is roughly lined up with its benchmark, the S&P 500 Index.
Over the past 12 months, the JPMorgan fund has risen by 5.03%, while the average fund in that category has risen by 4.47%. The fund, launched in October 2018, has risen 11.63% over the past three years and has risen 14.06% over the past five years.
JPMORGAN ETFS (Ireland) ICAV-Global Research Enhancement Index Equity Active UCITSETF JREG
JPMORGAN ETF (Ireland) ICAV-Global Research Enhanced Index Equity Active UCITS ETF won 4.68% in May, roughly alongside the average fund in the Global Large Cap Blend Equity category, which rose 4.67%. The fund was placed in the 55th percentile for performance and ran roughly along its benchmark, the MSCI World Index.
The £7.2 billion fund has won 5.40% in the last 12 months, but the average fund in that category has increased by 4.70%. The JPMorgan fund, launched in October 2018, has risen 10.94% over the past three years and has won 12.90% over the past five years.
JPMorgan ETFS (Ireland) ICAV-European Research Enhancement Index Equity Active UCITSETF JREE
In May, the JPMorgan ETFS (Ireland) ICAV -Europe Research Enhanced Index Equity Active UCITS ETF rose 3.06%, while the average European large cap blend equity fund rose 3.66%. The fund was placed in the 74th percentile for performance, delaying its benchmark, the MSCI Europe index, by 0.50 percentage points.
Over the past 12 months, the £2.4 billion fund has risen 5.03%, surpassing the average fund in that category and up 4.67%. The JPMorgan fund, launched in October 2018, has risen 10.29% over the past three years and has won 10.99% over the past five years.
Fidelity Emerging Markets Equity Research has strengthened UCITS ETF FEMR
A £1.7 billion fidelity emerging market equity survey led to a 3.29% increase in UCITS ETF in May. The fund’s profits were shy about 4.35% profits from the average fund in the Global Emerging Market Equity category, remaining in the 87th percentile of performance. The fund was run roughly along its benchmark, the MSCI EM index.
Over the past 12 months, the Fidelity International Fund has risen by 3.85%, while the average fund in that category has risen by 5.84%. The fund, which began in November 2020, has won 1.54% over the past three years.
Pimco ETFS PLC -US Dollar Short Maturity Ucits ETF MINT
In May, the PIMCO ETFS PLC – US dollar short-maturity UCITS ETF fell 0.51%, while the average USD Ultra short-term bond fund lost 0.65%. The fund was placed in the 16th percentile for performance, reducing its benchmark, the FTSE Treasury’s three-month index by 0.08 percentage points.
The £1.7 billion fund fell 0.82% over the past 12 months, down 1.04%, down from the average fund in that category. The PIMCO fund, launched in February 2011, has risen 2.34% over the past three years and has achieved 0.93% over the past five years.
