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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 BEST IDEAS: UK LARGE COMPANIES
26/4/2022No. Funds
Future8 (-1)
Electrocomponents4 (-1)
RELX3
Serco3
Ultra Electronics3
Cranswick3 (+1)
Next Fifteen Communications3 (+1)
OSB3 (+1)
Standard Chartered3 (+1)
Restore2 (NEW)
Auto Trader2
Clinigen2
Dechra Pharmaceuticals2
Dunelm2
Indivior2
Lloyds Banking2
PageGroup2
Sage2
Watches of Switzerland2
Alpha FX2 (+1)
Domino's Pizza2 (+1)
Kainos2 (+1)
NatWest2 (-1)
Spirent Communications2 (-1)
Coats1 (NEW)
CVS1 (NEW)
Drax1 (NEW)
Euromoney Institutional Investor1 (NEW)
Harbour Energy1 (NEW)
Keywords Studios1 (NEW)
Marlowe1 (NEW)
Ocado1 (NEW)
Rio Tinto1 (NEW)
S4 Capital1 (NEW)
Vitec1 (NEW)
Admiral1
Ascential1
Ashtead1
AVEVA1
Aviva1
BAE Systems1
Barratt Developments1
Beazley1
Bellway1
Burberry1
Burford Capital1
ConvaTec1
Croda International1
Essentra1
Experian1
Focusrite1
Games Workshop1
Grainger1
Hilton Food1
Ideagen1
IG Holdings1
Imperial Brands1
IntegraFin Holdings1
Kingfisher1
Liontrust Asset Management1
London Stock Exchange1
Premier Foods1
Provident Financial1
Rathbones1
Reach1
Renishaw1
Rentokil Initial1
Rightmove1
Smart Metering Systems1
Smith & Nephew1
St James's Place1
Tate & Lyle1
Treatt1
Victrex1
Vistry1
Vodafone1
Weir1
WPP1 (-1)

Source: Morningstar, based on top five holdings

 

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.