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 | |
| 15/09/2021 | No. Funds |
| Future PLC | 9 (+1) |
| Dechra Pharmaceuticals PLC | 3 (+1) |
| Gamma Communications PLC | 3 |
| Liontrust Asset Management PLC | 3 (+1) |
| Spirax-Sarco Engineering PLC | 3 |
| Spirent Communications PLC | 3 |
| Ultra Electronics Holdings PLC | 3 (+2) |
| Ascential PLC | 2 |
| Boohoo Group PLC | 2 |
| Breedon Group PLC | 2 (-1) |
| Chemring Group PLC | 2 (NEW) |
| Croda International PLC | 2 (+1) |
| Daily Mail and General Trust PLC Class A | 2 |
| Electrocomponents PLC | 2 (-3) |
| Frontier Developments PLC | 2 |
| Games Workshop Group PLC | 2 |
| Impax Asset Management Group PLC | 2 |
| Next Fifteen Communications Group PLC | 2 (-1) |
| OSB Group PLC | 2 |
| PageGroup PLC | 2 (+1) |
| Reach PLC | 2 (+1) |
| Restaurant Group (The) PLC | 2 (-2) |
| Sage Group (The) PLC | 2 |
| Schroders PLC | 2 |
| Vistry Group PLC | 2 (+1) |
| Watches of Switzerland Group PLC | 2 |
| 888 Holdings PLC | 1 |
| Admiral Group PLC | 1 |
| Alpha FX Group PLC | 1 |
| Auto Trader Group PLC | 1 (NEW) |
| AVEVA Group PLC | 1 (NEW) |
| Aviva PLC | 1 |
| BAE Systems PLC | 1 (NEW) |
| Barclays PLC | 1 (NEW) |
| Barratt Developments PLC | 1 |
| Beazley PLC | 1 (NEW) |
| Bellway PLC | 1 |
| Bodycote PLC | 1 (NEW) |
| Burberry Group PLC | 1 |
| Clinigen Group PLC | 1 |
| ConvaTec Group PLC | 1 (-1) |
| Cranswick PLC | 1 (NEW) |
| CVS Group PLC | 1 |
| DFS Furniture PLC | 1 |
| Diploma PLC | 1 (-1) |
| Dunelm Group PLC | 1 |
| Experian PLC | 1 |
| Focusrite PLC | 1 |
| Genus PLC | 1 (NEW) |
| Grainger PLC | 1 |
| Halma PLC | 1 |
| Ideagen PLC | 1 |
| Imperial Brands PLC | 1 |
| Inchcape PLC | 1 |
| IntegraFin Holdings PLC | 1 (NEW) |
| Intermediate Capital Group PLC | 1 (NEW) |
| JD Sports Fashion PLC | 1 (-1) |
| JTC PLC Ordinary Shares | 1 (NEW) |
| Kainos Group PLC | 1 (NEW) |
| Kingfisher PLC | 1 |
| Lloyds Banking Group PLC | 1 (-1) |
| Melrose Industries PLC | 1 (NEW) |
| Morgan Sindall Group PLC | 1 (NEW) |
| NatWest Group PLC | 1 (-1) |
| Prudential PLC | 1 |
| Rathbone Brothers PLC | 1 (NEW) |
| Redde Northgate PLC | 1 |
| RELX PLC | 1 |
| Rentokil Initial PLC | 1 (NEW) |
| Rightmove PLC | 1 |
| Rotork PLC | 1 |
| St James's Place PLC | 1 |
| THG PLC Ordinary Share | 1 |
| TI Fluid Systems PLC | 1 (NEW) |
| Travis Perkins PLC | 1 (NEW) |
| Tyman PLC | 1 |
| Vesuvius PLC | 1 (NEW) |
| Victrex PLC | 1 (-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 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.
