BRIF
+1.03 · +3.43%
$31.09 · NYSE ARCA

FIS Trust (BRIF) ETF Analysis | Large Blend

Faith Investor · USA
AUM:$124.6M
#– of – in Large Blend ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 32.6% over the past year, reflecting strong price momentum.

What is BRIF?

The fund is an actively managed ETF that invests primarily in large capitalization companies pursuant to a proprietary methodology designed to identify and invest in companies during their robust profit cycles, capturing the lower through upper end of their valuation expansion or multiple expansion as defined by price to earnings ratio. Under normal circumstances, the fund will invest at least 80% of its assets in equity securities.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Strong Recent Performance
BRIF delivered 32.6% over the past year. Historical returns only — past performance is not indicative of future results.
Moderate Concentration
Top 10 holdings make up 41.8% of the ETF — a moderate level of name concentration.
Income Component
Current yield of 0.52% — modest income alongside capital growth potential.
ETF Information
AUM$124.6M
Expense Ratio0.00%
Dividend Yield0.52%
Holdings48
Inception DateDec 2024
Domicile–
Distribution–
Index–
ProviderFaith Investor
Beta–
CategoryLarge Blend
CurrencyUSD
Portfolio Impact

How would BRIF affect your portfolio?

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Example preview
6168
+7 points · better diversified

Chart Tools

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+19.7%
1Y
+56.5%
3Y
+78.4%
5Y
+78.4%
OpenBook InsightIf you had invested £10,000 in BRIF 5 years ago, it would have grown to £17,844 — a gain of £7,844.

Annual Returns

Calendar year performance

BRIF delivered positive returns in 2 of the last 3 calendar years.
YearBRIF
2026 YTD+24.1%
2025+44.2%
2024-0.4%
CAGR 2yr+19.8%
2/3 positive yearsAvg return: +22.6%Worst year: -0.4% (2024)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
67%
Positive
Volatility
12.9%
Low
Momentum
+2.3%
30-day change
Support Level
36.92
Key floor
Key Insights
  • Price is consolidating, with low momentum over the recent period.
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.