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 ESG favourites.
Our fund managers’ best ideas tables constitute the top five holdings of a selection of top performing funds. The data is based on the funds’ most recent portfolio disclosures to Morningstar.
Top ESG Fund Managers' Favourite UK Shares
| FUND BEST IDEAS: UK SUSTAINABLE | |
| 20/4/2022 | No. Funds |
| AstraZeneca PLC | 5 |
| RELX PLC | 4 |
| SSE PLC | 4 (+2) |
| Unilever PLC | 4 |
| GlaxoSmithKline PLC | 3 |
| London Stock Exchange Group PLC | 3 (+1) |
| Experian PLC | 2 |
| Legal & General Group PLC | 2 (-3) |
| Microsoft Corp | 2 |
| National Grid PLC | 2 (+1) |
| Smurfit Kappa Group PLC | 2 |
| Standard Chartered PLC | 2 (NEW) |
| Alphabet Inc Class C | 1 |
| Amazon.com Inc | 1 |
| ASML Holding NV | 1 |
| Bellway PLC | 1 |
| Brewin Dolphin Holdings PLC | 1 |
| Dechra Pharmaceuticals PLC | 1 |
| Diageo PLC | 1 |
| Diploma PLC | 1 |
| Drax Group PLC | 1 (NEW) |
| Ferguson PLC | 1 |
| Games Workshop Group PLC | 1 |
| Genuit Group PLC | 1 |
| Gresham House PLC | 1 (NEW) |
| Gym Group (The) PLC | 1 |
| Halma PLC | 1 |
| Hikma Pharmaceuticals PLC | 1 (NEW) |
| Howden Joinery Group PLC | 1 |
| Indivior PLC | 1 (NEW) |
| Inspiration Healthcare Group PLC | 1 (NEW) |
| Intermediate Capital Group PLC | 1 |
| Kainos Group PLC | 1 |
| Lloyds Banking Group PLC | 1 |
| LondonMetric Property PLC | 1 |
| Macfarlane Group PLC | 1 |
| Nestle SA | 1 |
| NVIDIA Corp | 1 |
| Oxford Instruments PLC | 1 (NEW) |
| Paragon Banking Group PLC | 1 |
| Paychex Inc | 1 |
| Phoenix Group Holdings PLC | 1 |
| Reckitt Benckiser Group PLC | 1 |
| Segro PLC | 1 (NEW) |
| Somero Enterprises Inc Ordinary Shares | 1 |
| Spirent Communications PLC | 1 |
| Telecom Plus PLC | 1 |
| Tesla Inc | 1 |
| The Home Depot Inc | 1 |
| Tracsis PLC | 1 |
| UnitedHealth Group Inc | 1 |
| Watches of Switzerland Group PLC | 1 |
Source: Morningstar
*based on top 5 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 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.
