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Fund managers favourite UK shares

Find out which companies' fund managers are favouring this week
Fund managers favourite UK shares

Research suggests fund managers' biggest bets outperform. That’s even true for managers of poorly performing funds, although at the Investors Chronicle, we’re only interested in the best of the best. 

Register here to download our exclusive table of fund manager favourites

 

Every week, we publish a list of the “best ideas” of top fund managers from one of seven sectors. This week it is the turn of UK stocks.

Our fund managers’ best ideas tables constitute the three most overweight positions of a selection of top performing funds. The data is based on the funds’ most recent portfolio disclosures to Morningstar. 

The favourable backdrop that has made Barratt Developments (BDEV) a new favourite, and why there are also grounds for caution.

FUND MANAGERS' FAVOURITE UK SHARES

FUND BEST IDEAS: UK ALL CO
09/06/2021No. Funds
Future PLC6 (+1)
Electrocomponents PLC5 (+1)
OSB Group PLC4 (+1)
Boohoo Group PLC3
Dechra Pharmaceuticals PLC3 (+2)
Games Workshop Group PLC3
Aggreko PLC2
Breedon Group PLC2 (+1)
CVS Group PLC2
Daily Mail and General Trust PLC Class A2 (-1)
Domino's Pizza Group PLC2 (+1)
Frontier Developments PLC2
Gamesys Group PLC2
Gamma Communications PLC2 (+1)
JD Sports Fashion PLC2
Liontrust Asset Management PLC2
Lloyds Banking Group PLC2
NatWest Group PLC2
Playtech PLC2 (-1)
Rotork PLC2 (+1)
Schroders PLC2 (-1)
Spirax-Sarco Engineering PLC2 (-1)
Spirent Communications PLC2 (+1)
THG PLC Ordinary Share2
Victrex PLC2 (+1)
Vistry Group PLC2
Watches of Switzerland Group PLC2
WPP PLC2 (+1)
888 Holdings PLC1
Admiral Group PLC1
Ascential PLC1
Ashtead Group PLC1
Aviva PLC1
Barclays PLC1 (-1)
Barratt Developments PLC1 (NEW)
Bellway PLC1
Burberry Group PLC1
Ceres Power Holdings PLC1
Clinigen Group PLC1
Close Brothers Group PLC1
ConvaTec Group PLC1
Diploma PLC1
Dr. Martens PLC Ordinary Shares1
Dunelm Group PLC1
Experian PLC1
Focusrite PLC1
Genus PLC1 (NEW)
Halma PLC1
Howden Joinery Group PLC1
Impax Asset Management Group PLC1
Imperial Brands PLC1 (NEW)
Inchcape PLC1
IntegraFin Holdings PLC1 (NEW)
Jet2 PLC Ordinary Shares1
Just Group PLC1 (NEW)
Kainos Group PLC1
Kingfisher PLC1
Legal & General Group PLC1
Mondi PLC1 (NEW)
Ocado Group PLC1
PageGroup PLC1 (NEW)
Provident Financial PLC1
QinetiQ Group PLC1
Redrow PLC1
RELX PLC1 (NEW)
Renishaw PLC1 (-1)
Rentokil Initial PLC1
RHI Magnesita NV Ordinary Shares1 (NEW)
Rightmove PLC1
Royal Dutch Shell PLC B1 (-2)
RWS Holdings PLC1
St James's Place PLC1
TI Fluid Systems PLC1 (NEW)
TP ICAP GROUP PLC1
Tyman PLC1 (NEW)
Ultra Electronics Holdings PLC1 (NEW)
Weir Group PLC1 (-2)

 

Learn from the best

 

Understanding the investment process of some of the world's top fund managers can help private investors when they're picking stocks and when they're choosing which funds to invest in. In the links below you can listen to our discussions with some of the UK's best and head to our podcast page to listen to all our fund manager interviews.

 

Nick Train: “We hate selling”

Nick Train hates selling companies so much that he can’t quite remember which stock he sold last. “Selling is an admission you’ve made a mistake,” he says in this interview with Leonora Walters. 

 

Walter Price: "The Chinese are a force to be reckoned with in technology"

Walter Price, portfolio manager of hugely successful Allianz Technology Trust is concerned about the valuations of US tech companies. In this podcast, he tells us his views on growth, regulation, and China.

 

Roddy Snell: “I’ve rarely been so bullish on Asia”

Tension between the US and China isn’t something that worries Roddy Snell, co-manager at Baillie Gifford’s China Fund, Emerging Markets Leading Companies Fund and Pacific Fund.