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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. 

 

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. 

 

FUND MANAGERS' FAVOURITE UK SHARES

FUND BEST IDEAS: UK ALL CO
15/09/2021No. Funds
Future PLC9 (+1)
Dechra Pharmaceuticals PLC3 (+1)
Gamma Communications PLC3
Liontrust Asset Management PLC3 (+1)
Spirax-Sarco Engineering PLC3
Spirent Communications PLC3
Ultra Electronics Holdings PLC3 (+2)
Ascential PLC2
Boohoo Group PLC2
Breedon Group PLC2 (-1)
Chemring Group PLC2 (NEW)
Croda International PLC2 (+1)
Daily Mail and General Trust PLC Class A2
Electrocomponents PLC2 (-3)
Frontier Developments PLC2
Games Workshop Group PLC2
Impax Asset Management Group PLC2
Next Fifteen Communications Group PLC2 (-1)
OSB Group PLC2
PageGroup PLC2 (+1)
Reach PLC2 (+1)
Restaurant Group (The) PLC2 (-2)
Sage Group (The) PLC2
Schroders PLC2
Vistry Group PLC2 (+1)
Watches of Switzerland Group PLC2
888 Holdings PLC1
Admiral Group PLC1
Alpha FX Group PLC1
Auto Trader Group PLC1 (NEW)
AVEVA Group PLC1 (NEW)
Aviva PLC1
BAE Systems PLC1 (NEW)
Barclays PLC1 (NEW)
Barratt Developments PLC1
Beazley PLC1 (NEW)
Bellway PLC1
Bodycote PLC1 (NEW)
Burberry Group PLC1
Clinigen Group PLC1
ConvaTec Group PLC1 (-1)
Cranswick PLC1 (NEW)
CVS Group PLC1
DFS Furniture PLC1
Diploma PLC1 (-1)
Dunelm Group PLC1
Experian PLC1
Focusrite PLC1
Genus PLC1 (NEW)
Grainger PLC1
Halma PLC1
Ideagen PLC1
Imperial Brands PLC1
Inchcape PLC1
IntegraFin Holdings PLC1 (NEW)
Intermediate Capital Group PLC1 (NEW)
JD Sports Fashion PLC1 (-1)
JTC PLC Ordinary Shares1 (NEW)
Kainos Group PLC1 (NEW)
Kingfisher PLC1
Lloyds Banking Group PLC1 (-1)
Melrose Industries PLC1 (NEW)
Morgan Sindall Group PLC1 (NEW)
NatWest Group PLC1 (-1)
Prudential PLC1
Rathbone Brothers PLC1 (NEW)
Redde Northgate PLC1
RELX PLC1
Rentokil Initial PLC1 (NEW)
Rightmove PLC1
Rotork PLC1
St James's Place PLC1
THG PLC Ordinary Share1
TI Fluid Systems PLC1 (NEW)
Travis Perkins PLC1 (NEW)
Tyman PLC1
Vesuvius PLC1 (NEW)
Victrex PLC1 (-1)

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.