In this quarter’s UK performance & attribution report:
Value leads again: 76% of Value funds outperformed in H1 2025, with average returns of 10.6%.
Financials dominate: Major UK banks drove absolute returns across the peer group.
Underweight drag: Names like Rolls-Royce, BAE, and HSBC hurt relative performance.
For more analysis, data or information on active investor positioning in your market, please get in touch with me on steven.holden@copleyfundresearch.com
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