249 UK Equity funds, AUM $180bn UK Funds: Performance & Attribution Review, Q3 2024 Summary In the third quarter of 2024, active UK funds delivered an average return of +2.65%, outperforming the SPDRs FTSE All Share ETF by +0.18%. A slight majority of 51.5% of funds managed to beat the benchmark. Fund returns ranged from a high of +7.8% …
Continue Reading
253 Active UK funds, AUM $183bn Active UK Funds: Positioning Insights, September 2024 Summary Consumer Discretionary: UK Funds Move to Record Overweights Multi-Line Insurance: Falling Investment Pushes Sector towards Record Lows Anglo American: Surpasses Rio Tinto as Ownership Hits New Highs Chart Pack Health Care Chart Pack Banks For more analysis, data or information on active investor positioning in your …
Continue Reading
255 Active UK funds, AUM $189bn Active UK Funds: Positioning Insights, August 2024 Summary Health Care: Underweight Hits Record Highs UK fund managers are positioned at record underweights in the Health Care sector, as a growing number of funds move away from an overweight stance. AstraZeneca is the core driver of the sector-level underweight as ownership growth stalls, whilst GSK …
Continue Reading
260 UK active equity funds, AUM $185bn UK Funds: Extreme Stocks Summary In this report, we screen for stocks at the extreme ends of their positioning or momentum ranges. We synthesize current and historical data on fund positioning with recent manager activity to assess sentiment for each stock in our coverage. In focus this month: High Positioning, Positive Momentum: Dunelm Group …
Continue Reading260 UK Equity funds, AUM $185bn UK Funds: Performance & Attribution Review, Q2 2024 Summary UK Funds Match Benchmark in Q2: Active UK funds achieved an average Q2 return of +3.62%, in line with the benchmark and with just over half of funds outperforming the index. Performance Correlated to Style: Performance was strongly influenced by style, with Value funds leading …
Continue Reading
264 active UK equity funds, AUM $190bn UK Communication Services: Old Guard Fuels Sector Downturn Summary • Significant Decline in Sector Allocation: Exposure to the Communication Services sector among active UK investors has dropped from over 10% in 2012 to a new low of 4.14%, with a record 12% of funds completely avoiding the sector. • Widespread Reduction in Ownership: …
Continue Reading
104 active UK Small/Midcap equity funds, AUM $37bn Active UK Small/Midcap Funds: Extreme Stocks Summary In this report, we identify seven stocks that are currently positioned at the extreme ends of their historical position ranges, or have experienced significant shifts in fund ownership in recent months. Extreme Stocks in Focus: -Diversified Energy Company PLC-Team17 Group PLC-Rentokil Initial plc-St.James’s Place Plc-NCC …
Continue Reading
268 UK Equity funds, AUM $192bn UK Funds: Performance & Attribution Review, Q1 2024 Summary • UK Funds Stick to Benchmark in Q1: Average UK fund returns of 2.74% sit marginally behind SPDRs MSCI ACWI ETF by -0.33%, with 47.6% of funds outperforming. • Value Trumps Growth: Value and GARP funds beat their Growth peers, with 20% separating the …
Continue Reading
270 UK Equity Funds, AUM $190bn UK Fund Positioning Insights, February 2024 • UK Real Estate Hots Up: Record number of UK funds now exposed to Real Estate sector. • UK Stock Radar: Natwest and Serco among 10 stocks at the extreme ends of their positioning and momentum ranges • Stock Activity Data. They key moves in stock positioning over …
Continue Reading
267 UK Funds, AUM $185bn UK Fund Positioning Dashboard Overview In this week’s analysis, we present a “teach-in” of our newly released suite of positioning dashboards, illustrated through three instructional videos. These videos guide you through the latest functionality and also offer some valuable insights on the latest positioning among active UK funds. • Macro & Sector Dashboards: The latest …
Continue Reading
Investor Positioning Report — Copley Fund Research Ltd · Last updated: July 2026 · Registered in England and Wales
Copley Fund Research Ltd provides proprietary institutional fund intelligence to listed companies and investor relations professionals. These terms govern every purchase of an Investor Positioning Report. By completing a purchase you confirm you have read, understood, and agreed to these terms in full.
The Investor Positioning Report is a bespoke PDF report mapping the institutional fund universe around your stock. It covers current investors, past investors, competitor investors, and white space investors. Every report is built from scratch for the specific company ordered and is not a standardised or templated product.
Following payment or invoice issuance, Copley Fund Research will contact you within one working day to agree your competitor set. Production begins once the competitor set is confirmed in writing. The completed report will be released to you within 48 hours of production starting, provided payment has been received in full; where payment is outstanding, the report will be withheld until payment clears. If the requested company falls outside our covered fund universes, or a competitor set cannot be agreed, Copley Fund Research will issue a full refund or cancel the outstanding invoice.
The competitor set is agreed with you in writing prior to production, and the report is built to that agreed specification. Requests to amend the competitor set after delivery, based on a change of preference rather than an error, may be treated as a new order.
Because each report is produced individually for your company, orders are non-refundable once production has begun, except as set out in clauses 3 and 5a below. By purchasing, you agree not to dispute the charge with your card provider on the basis that the service was not as described, provided the report has been delivered to the agreed specification or corrected under clause 5a.
If a delivered report contains a material error caused by Copley Fund Research — for example, an incorrect company analysed, a competitor omitted from the agreed set, or content missing from the specification in clause 2 — Copley Fund Research will correct and redeliver the report at no additional charge, within a reasonable timeframe. This is your sole remedy for such errors.
All fund positioning data in the report reflects holdings as disclosed at the most recently available reporting date at the time of compilation. The timing of fund holdings disclosures is determined by regulatory requirements applicable to each fund and is outside the control of Copley Fund Research Ltd. This data may not reflect current fund positions. Copley Fund Research takes reasonable care to ensure accuracy but makes no warranty, express or implied, as to the completeness or current accuracy of the underlying data — though this does not affect the quality remedy in clause 5a for errors in how that data was analysed or presented. Past fund positioning is not indicative of future fund behaviour or investment decisions.
The Investor Positioning Report is produced for investor relations intelligence purposes only. It does not constitute investment advice, financial advice, or a recommendation to buy, hold, or sell any security. The data reflects historical fund positioning and must not be relied upon as a prediction of future fund behaviour or investment decisions. Copley Fund Research Ltd is not authorised or regulated by the Financial Conduct Authority for the provision of investment advice.
The report is licensed for internal use by the purchasing organisation only. You may share it with employees and directors of your organisation. You may not: reproduce, redistribute, publish, or resell the report or any part of it; share it with any third party outside your organisation without prior written consent; use the fund or portfolio manager names contained in the report to approach those individuals on behalf of Copley Fund Research or in a manner that could damage Copley Fund Research's relationships with those funds; or use the data for any purpose other than your own investor relations strategy. The data, analysis, and methodology contained in the report are the intellectual property of Copley
Recent Comments