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Active UK Equity

The latest research from our UK Equity Fund Positioning Analysis

14 Oct 2024
by / SteveH
UK Funds: Performance & Attribution Review, Q3 2024
  • UK funds beat benchmark in Q3, Value funds lead
  • Oil underweights drive outperformance
  • Underweights in Shell, AstraZeneca and HSBC boost relative returns.
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29 Sep 2024
by / SteveH
Positioning Insights, September 2024
  • Consumer Discretionary: Record Overweights
  • Multi-Line Insurance: Falling Investment
  • Anglo America: Overtakes Rio Tinto
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27 Aug 2024
by / SteveH
Positioning Insights, August 2024
  • Health Care: Record Underweights
  • Banks: Returning to the Highs
  • Diageo: Slide Continues
  • National Grid: On Top
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29 Jul 2024
by / SteveH
UK Funds: Extreme Stocks, July 2024
  • Aviva plc
  • Dowlais Group PLC
  • SEGRO plc
  • Whitbread PLC
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19 Jul 2024
by / SteveH
UK Funds: Performance & Attribution Review, Q2 2024
  • UK funds match benchmark in Q2, Value funds stand out
  • Banks a key driver of returns, but U/W costs UK funds.
  • Underweights in Shell, AstraZeneca and HSBC drag on relative returns.
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29 May 2024
by / SteveH
UK Communication Services: Old Guard Fuels Sector Downturn
  • Exposure to the Communication Sectors hits all-time lows
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28 Apr 2024
by / SteveH
Active UK Small/Midcap Funds: Extreme Stocks
  • Screening for stocks at the extreme ends of their positioning and momentum ranges.
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18 Apr 2024
by / SteveH
UK Funds: Performance & Attribution Review, Q1 2024
  • UK funds match benchmark in Q1
  • Financials and Pharma stocks drive returns
  • Underweights in Rio Tinto and Glencore boost relative returns.
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25 Feb 2024
by / SteveH
UK Fund Positioning Insights, February 2024
  • UK Real Estate Hots Up
  • UK Stock Radar
  • UK Stock Rotation Data
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29 Jan 2024
by / SteveH
UK Fund Positioning Dashboards Overview
  • Macro & Sector Dashboards
  • Micro & Stock Dashboards
  • Fund & Bespoke Dashboards
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18 Oct 2023
by / SteveH
UK Small/Midcap Fund Positioning Update
  • Industrials maintain top Sector weight.
  • Investment Managers Industry group hits record exposure.
  • XPS Pensions is the top O/W. B&M leads the U/W
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18 Jul 2023
by / SteveH
UK Fund Positioning Analysis, July 2023
  • H1 Performance & Attribution
  • Softcat PLC: Record Overweight as UK Funds Buy In
  • UK Stock Radar: Haleon/Next/GSK/BATS
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16 May 2023
by / SteveH
UK Fund Positioning Analysis, May 2023
  • Tobacco: Kicking the Habit
  • HSBC Holdings: Conviction Returns
  • UK Stock Positioning Update
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28 Apr 2023
by / SteveH
UK Fund Positioning Analysis, April 2023
  • Q1 Performance & Attribution
  • Aerospace & Defense: Long-Term Decline
  • Personnel Services: Fund Ownership Highs
  • Oxford Instruments: Spike in Exposure
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27 Mar 2023
by / SteveH
UK Fund Positioning Analysis, March 2023
  • Active UK Equity Funds Holdings Guide
  • Industrial Machinery Spike
  • Natwest Group: Rising up the Ranks
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28 Feb 2023
by / SteveH
UK Fund Positioning Analysis, February 2023
  • Homebuilders: Negative Momentum
  • Abrdn: Structural Decline
  • UK Rising Stars
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02 Feb 2023
by / SteveH
UK Fund Positioning Analysis, January 2023
  • 2023 UK Fund Positioning Update
  • UK Banks: Value Funds Drive Return
  • SSE Ltd: High Conviction Growth Holding
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11 Jan 2023
by / SteveH
UK Active Funds: 2022 Performance & Attribution Report
  • Fund Performance & Attribution Analysis Among Active UK Funds for 2022
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19 Dec 2022
by / SteveH
UK Fund Positioning Analysis, December 2022
  • UK Health Care: Value Funds Drive Underweight
  • UK Restaurants: Fragile Sentiment
  • London Stock Exchange Group: Record Holdings
  • UK Stock Radar
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14 Nov 2022
by / SteveH
UK Fund Positioning Analysis, November 2022
  • UK Energy: Investors Split
  • UK Airlines: How Low Can They Go?
  • UK Apparel/Footware Surge
  • The Vodafone Exodus
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