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

 

Terms and Conditions

Investor Positioning Report — Copley Fund Research Ltd  ·  Last updated: July 2026  ·  Registered in England and Wales

1. Who we are

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.

2. What you are purchasing

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.

3. Delivery and process

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.

4. Competitor set agreement

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.

5. Refund policy

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.

5a. Quality remedy

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.

6. Data and accuracy

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.

7. Not investment advice

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.

8. Permitted use and confidentiality

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