• Steve Holden
• October 18, 2023
• UK
• 0 Comments

106 UK Small/Midcap Equity Funds, AUM $37bn UK Small/Midcap Fund Positioning Update, October 2023 In Brief: • Industrials maintain top Sector weight. Real Estate and Consumer Discretionary underweights fund Technology overweight. • Investment Managers Industry group hits record exposure. REITs largely unloved by UK Small/Midcap funds. • Future plc remains the most widely held company. XPS Pensions and Foresight Group …

• Steve Holden
• July 18, 2023
• UK
• 0 Comments

266 UK Equity Funds, AUM $179bn UK Equity Fund Positioning Analysis, July 2023 In this issue: H1 Performance & Attribution Softcat PLC: Record Overweight as UK Funds Buy In UK Stock Radar: Haleon/Next/GSK/BATS 266 UK Equity Funds, AUM $179bn H1 Performance & Attribution A look at performance and the drivers of performance among active UK Equity Funds for the first …

• Steve Holden
• May 16, 2023
• UK
• 0 Comments

267 UK Equity Funds, AUM $184bn UK Fund Positioning Analysis, May 2023 Tobacco: Kicking the Habit HSBC Holdings: Conviction Returns UK Stock Positioning Update 267 UK Equity Funds, AUM $184bn Tobacco: Kicking the Habit Positioning in the Tobacco industry group falls to lowest levels in history. Time-Series & Industry Activity UK Fund ownership in the Tobacco industry group has fallen …

• Steve Holden
• April 28, 2023
• UK
• 0 Comments

270 UK Equity Funds, AUM $179bn UK Equity Fund Positioning Analysis, April 2023 In this issue: Q1 Performance & Attribution Aerospace & Defense: Long-Term Decline Personnel Services: Fund Ownership Highs Oxford Instruments: Spike in Exposure   270 UK Equity Funds, AUM $179bn Q1 Performance & Attribution A look at Q1 performance and the drivers of performance among active UK Equity …

• Steve Holden
• March 27, 2023
• UK
• 0 Comments

264 UK Equity Funds, AUM $176bn UK Equity Fund Positioning Analysis, March 2023 In this issue: Active UK Equity Fund Holdings Guide Industrials Machinery Spike Natwest Group: Rising up the Ranks 264 UK Equity Funds, AUM $176bn Active UK Fund Holdings Guide A new report that breaks down individual holding weights, AUM and activity across regions, countries and sectors. Fund …

• Steve Holden
• February 28, 2023
• UK
• 0 Comments

272 UK Equity Funds, AUM $185bn UK Fund Positioning Analysis, February 2023 In this issue: Homebuilders: Negative Momentum Abrdn: Structural Decline UK Rising Stars   272 UK Equity Funds, AUM $185bn Homebuilders: Negative Momentum Sentiment reversal in UK Homebuilding stocks drives fund weights to 6-year lows.   Long-Term Trends & Short-Term Fund Activity UK active funds continue to scale back …

• Steve Holden
• February 2, 2023
• UK
• 0 Comments

272 UK Equity Funds, AUM $174bn UK Fund Positioning Analysis, January 2023 In this issue: 2023 UK Fund Positioning Update UK Banks: Value Funds Drive Return SSE Ltd: High Conviction Growth Holding   272 UK Equity Funds, AUM $174bn 2023 UK Fund Positioning Update In this report, we look at the latest allocations among the 272 active UK funds in …

• Steve Holden
• January 11, 2023
• UK
• 0 Comments

273 Active UK Funds, AUM $176bn. 2022 Performance & Attribution Report In this report, we provide an overview of 2022 performance among the UK active funds in our analysis. We look at annual performance broken down by Style and Market Cap focus, together with longer-term analysis of active versus passive. We then identify the drivers behind 2022 performance based on …

• Steve Holden
• December 19, 2022
• UK
• 0 Comments

273 Active UK Funds, AUM $179bn UK Fund Positioning Analysis, December2022 In this issue: UK Health Care: Value Funds Drive Underweight UK Restaurants: Fragile Sentiment London Stock Exchange Group: Record Holdings UK Stock Radar   273 Active UK Funds, AUM $179bn UK Health Care: Value Funds Drive Underweight   Average holding weights in the UK Health Care sector have stayed …

• Steve Holden
• November 14, 2022
• UK
• 0 Comments

276 Active UK Funds, AUM $161bn UK Fund Positioning Analysis, November 2022 In this issue: UK Energy: Investors Split as Tentative Rotation Begins UK Airlines: How Low Can They Go? UK Apparel/Footware Surge The Vodafone Exodus   276 Active UK Funds, AUM $161bn UK Energy: Investors Split as Tentative Rotation Begins   Average holding weights in the UK Energy sector …