How to invest in the world’s largest equities market
Active or passive? And if passive, which is the best benchmark to track?
Citywire Playbook helps you decide the best route to invest in North America
Fund performance chart data is in percentages and to 25 February 2021
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Will American equities be great again?
Legendary investor Warren Buffett recently said ’never bet against America’. Despite its manifold problems and the growth of challenger economies, the US continues to lead the world in innovation
Listen to our Podcast about investing in US equities (starts at 11:00 minutes)
Active
Plays
US Equities’ top active funds
With so much information available, the US market is traditionally the hardest for active managers to beat the index. However, these three funds have beaten their benchmarks by handsome margins with heavy allocations to the booming tech sector.
The ETF story started in the ultra-liquid US equities sector and it remains the biggest asset class for these vehicles. These three funds have combined assets in excess of $800bn.
Index Play
SPDR S&P 500 ETF Trust
Started
Jan 1993
On Benchmark
Index Play
iShares Core S&P 500 ETF
Started
May 2000
On Benchmark
Index Play
Vanguard Total Stock Market Index Fund
Started
May 2001
On Benchmark
Why not share?
Listen to our Podcast about investing in US equities (starts at 11:00 minutes)