UK

Active UK Funds: Performance & Attribution 2025

UK Equity: Q3 Performance & Attribution Analysis

• The drivers of absolute and relative performance for UK active funds so far this year

BAE Systems plc

• Positioning Rebounds, Underweight Widens

UK Funds: Performance & Attribution, H1 2025

• Value strategies lead, 76% outperform
• Financials key driver of fund returns
• Underweights in key names hit relative performance

UK Funds: Positioning Analysis, June 2025

• Energy: Under-Owned & Out Of Favour
• Homebuilding: Rebound as Sentiment Improves
• Land Securities, Aviva, Diploma,Ferguson and more...

UK Funds: Positioning Analysis, May 2025

• Real Estate: From U/W to New Highs
• Health Care: Recovery in key U/W
• Shell, BAE Systems, Spirax-Sarco & More

UK Funds: Positioning Chart Pack, April 2025

• Utilities: Decade High
• Consumer Staples: Gaining Ground
• Prudential Recovery, Vodafone Decline & more..

UK Funds: Performance & Attribution, 2024

• Value funds drive returns
• BATS and HSBC drive losses
• Glencore and Shell drive gains.

UK Funds: Performance & Attribution Review, Q3 2024

• UK funds beat benchmark in Q3, Value funds lead
• Oil underweights drive outperformance
• Underweights in Shell, AstraZeneca and HSBC boost relative returns.

Positioning Insights, September 2024

• Consumer Discretionary: Record Overweights
• Multi-Line Insurance: Falling Investment
• Anglo America: Overtakes Rio Tinto

Positioning Insights, August 2024

• Health Care: Record Underweights
• Banks: Returning to the Highs
• Diageo: Slide Continues
• National Grid: On Top

UK Funds: Extreme Stocks, July 2024

• Aviva plc
• Dowlais Group PLC
• SEGRO plc
• Whitbread PLC

UK Funds: Performance & Attribution Review, Q2 2024

• UK funds match benchmark in Q2, Value funds stand out
• Banks a key driver of returns, but U/W costs UK funds.
• Underweights in Shell, AstraZeneca and HSBC drag on relative returns.

UK Communication Services: Old Guard Fuels Sector Downturn

• Exposure to the Communication Sectors hits all-time lows

Active UK Small/Midcap Funds: Extreme Stocks

• Screening for stocks at the extreme ends of their positioning and momentum ranges.

UK Funds: Performance & Attribution Review, Q1 2024

• UK funds match benchmark in Q1
• Financials and Pharma stocks drive returns
• Underweights in Rio Tinto and Glencore boost relative returns.

UK Fund Positioning Insights, February 2024

• UK Real Estate Hots Up
• UK Stock Radar
• UK Stock Rotation Data

UK Fund Positioning Dashboards Overview

• Macro & Sector Dashboards
• Micro & Stock Dashboards
• Fund & Bespoke Dashboards

UK Small/Midcap Fund Positioning Update

• Industrials maintain top Sector weight.
• Investment Managers Industry group hits record exposure.
• XPS Pensions is the top O/W. B&M leads the U/W