• 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 …