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.
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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 | |
| 09/06/2021 | No. Funds |
| Future PLC | 6 (+1) |
| Electrocomponents PLC | 5 (+1) |
| OSB Group PLC | 4 (+1) |
| Boohoo Group PLC | 3 |
| Dechra Pharmaceuticals PLC | 3 (+2) |
| Games Workshop Group PLC | 3 |
| Aggreko PLC | 2 |
| Breedon Group PLC | 2 (+1) |
| CVS Group PLC | 2 |
| Daily Mail and General Trust PLC Class A | 2 (-1) |
| Domino's Pizza Group PLC | 2 (+1) |
| Frontier Developments PLC | 2 |
| Gamesys Group PLC | 2 |
| Gamma Communications PLC | 2 (+1) |
| JD Sports Fashion PLC | 2 |
| Liontrust Asset Management PLC | 2 |
| Lloyds Banking Group PLC | 2 |
| NatWest Group PLC | 2 |
| Playtech PLC | 2 (-1) |
| Rotork PLC | 2 (+1) |
| Schroders PLC | 2 (-1) |
| Spirax-Sarco Engineering PLC | 2 (-1) |
| Spirent Communications PLC | 2 (+1) |
| THG PLC Ordinary Share | 2 |
| Victrex PLC | 2 (+1) |
| Vistry Group PLC | 2 |
| Watches of Switzerland Group PLC | 2 |
| WPP PLC | 2 (+1) |
| 888 Holdings PLC | 1 |
| Admiral Group PLC | 1 |
| Ascential PLC | 1 |
| Ashtead Group PLC | 1 |
| Aviva PLC | 1 |
| Barclays PLC | 1 (-1) |
| Barratt Developments PLC | 1 (NEW) |
| Bellway PLC | 1 |
| Burberry Group PLC | 1 |
| Ceres Power Holdings PLC | 1 |
| Clinigen Group PLC | 1 |
| Close Brothers Group PLC | 1 |
| ConvaTec Group PLC | 1 |
| Diploma PLC | 1 |
| Dr. Martens PLC Ordinary Shares | 1 |
| Dunelm Group PLC | 1 |
| Experian PLC | 1 |
| Focusrite PLC | 1 |
| Genus PLC | 1 (NEW) |
| Halma PLC | 1 |
| Howden Joinery Group PLC | 1 |
| Impax Asset Management Group PLC | 1 |
| Imperial Brands PLC | 1 (NEW) |
| Inchcape PLC | 1 |
| IntegraFin Holdings PLC | 1 (NEW) |
| Jet2 PLC Ordinary Shares | 1 |
| Just Group PLC | 1 (NEW) |
| Kainos Group PLC | 1 |
| Kingfisher PLC | 1 |
| Legal & General Group PLC | 1 |
| Mondi PLC | 1 (NEW) |
| Ocado Group PLC | 1 |
| PageGroup PLC | 1 (NEW) |
| Provident Financial PLC | 1 |
| QinetiQ Group PLC | 1 |
| Redrow PLC | 1 |
| RELX PLC | 1 (NEW) |
| Renishaw PLC | 1 (-1) |
| Rentokil Initial PLC | 1 |
| RHI Magnesita NV Ordinary Shares | 1 (NEW) |
| Rightmove PLC | 1 |
| Royal Dutch Shell PLC B | 1 (-2) |
| RWS Holdings PLC | 1 |
| St James's Place PLC | 1 |
| TI Fluid Systems PLC | 1 (NEW) |
| TP ICAP GROUP PLC | 1 |
| Tyman PLC | 1 (NEW) |
| Ultra Electronics Holdings PLC | 1 (NEW) |
| Weir Group PLC | 1 (-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 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.
