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 …
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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 …
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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 …
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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 …
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275 Active UK Equity funds, AUM $141bn Q3 Performance & Attribution UK Funds suffered another negative quarter, both in absolute terms and relative to the benchmark FTSE All Share benchmark. Only 25% of the funds in our analysis managed to beat the index, lead by poor performance from the Value and Small/Midcap end of the spectrum. Underperformance was driven by …
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275 Active UK Funds, AUM $141bn. UK Stock Sentiment Investment levels among the hundreds of stocks in the investible UK universe differ greatly. Some stocks are widely owned, others largely avoided with ownership levels changing every month. We combine current and historical positioning against shorter-term manager activity to get a handle on where sentiment lies for every stock in the …
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275 Active UK Equity funds, AUM $145bn UK Utilities In this piece we provide a comprehensive analysis of Utilities sector positioning among active UK Equity funds. We find that Utilities exposure among active UK equity funds has been on an upward trend since bottoming out in 2019. Underweights have been closed as managers increase exposure to key stocks in the …
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