29 January UK

UK Fund Positioning Dashboards Overview

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 top-down positioning data, plus a deeper look at the record levels of exposure in the UK Real Estate sector.
• Micro & Stock Dashboards: How we look at sentiment for all stocks in the UK Universe, where both Rolls Royce and Ashtead Group stand out.
• Fund & Bespoke Dashboards: Analyse any fund in our 267 UK equity fund universe. Track both fund-level and aggregate ownership data for a custom-selected group of funds.

Macro & Sector Dashboards

Gain a macro-level view of positioning across sectors and industries. Our video takes you through the latest sector-level positioning, demonstrates how to toggle between style groups, and focuses on the opposing momentum between the Real Estate and Communication Services sectors.  We conclude by showcasing how to monitor your own bespoke fund universe using our new ‘Set’ filter functionality.  Click on the image below to be taken to the video.

Micro & Stock Dashboards

Explore stock dynamics with our Micro Dashboard, an interactive tool that offers insights into stocks positioning and momentum. Highlighted are two contrasting examples: Rolls Royce, which is seeing increased ownership yet remains underowned compared to history, and Ashtead Group, now facing sell-offs after a prolonged seven-year rise in fund ownership.  Use our Stock dashboard to retrieve positioning data on over 1300 UK stocks that feature in our analysis.  Click on the image below to be taken to the video.

Fund & Bespoke Dashboards

Analyse any fund in our 267 UK equity fund universe, with breakdowns by sector, industry and stock and the ability to look at changes at the fund level across any metric.  We look at the latest positioning and recent activity in the St James’s Place UK Unit Trust.  We then move to our Bespoke Dashboard, enabling users to track both fund-level and aggregate ownership data for a custom-selected group of funds.

For more analysis, data or information on active investor positioning in your market, please get in touch with me on steven.holden@copleyfundresearch.com