• Steve Holden
• January 29, 2024
• UK
• 0 Comments

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 …

• 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 …