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 ESG favourites.
Our fund managers’ best ideas tables constitute the top five holdings of a selection of top performing funds, or the three most overweight positions. The data is based on the funds’ most recent portfolio disclosures to Morningstar.
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Top ESG Fund Managers' Favourite UK Shares
| FUND BEST IDEAS: UK SUSTAINABLE | |
| 02/12/2020 | No. Funds |
| AstraZeneca PLC | 4 |
| London Stock Exchange Group PLC | 4 |
| RELX PLC | 4 (+1) |
| AVEVA Group PLC | 3 |
| Croda International PLC | 2 |
| Experian PLC | 2 (+1) |
| GlaxoSmithKline PLC | 2 (-1) |
| HSBC Holdings PLC | 2 |
| Kingspan Group PLC | 2 |
| Nestle SA | 2 (+1) |
| Rentokil Initial PLC | 2 |
| Smurfit Kappa Group PLC | 2 |
| AB Dynamics PLC | 1 (NEW) |
| AJ Bell PLC | 1 (NEW) |
| Ashmore Group PLC | 1 |
| B&M European Value Retail SA | 1 |
| Bellway PLC | 1 |
| Close Brothers Group PLC | 1 (NEW) |
| Dechra Pharmaceuticals PLC | 1 |
| Diageo PLC | 1 |
| Diploma PLC | 1 |
| Dunelm Group PLC | 1 |
| EKF Diagnostics Holdings PLC | 1 |
| Frontier Developments PLC | 1 |
| Games Workshop Group PLC | 1 |
| Gamma Communications PLC | 1 |
| GB Group PLC | 1 |
| Genus PLC | 1 |
| Gresham House PLC | 1 |
| Halma PLC | 1 |
| Helios Towers PLC | 1 (NEW) |
| Hikma Pharmaceuticals PLC | 1 |
| Hill & Smith Holdings PLC | 1 (NEW) |
| Howden Joinery Group PLC | 1 |
| Inspiration Healthcare Group PLC | 1 (NEW) |
| Intermediate Capital Group PLC | 1 |
| Kainos Group PLC | 1 |
| LondonMetric Property PLC | 1 |
| National Grid PLC | 1 (-1) |
| Pets at Home Group PLC | 1 (NEW) |
| Phoenix Group Holdings PLC | 1 |
| Polypipe Group PLC | 1 |
| Primary Health Properties PLC | 1 (NEW) |
| Reckitt Benckiser Group PLC | 1 |
| Rio Tinto PLC | 1 |
| S&P Global Inc | 1 |
| SDL PLC | 1 (NEW) |
| Softcat PLC | 1 (-1) |
| SSE PLC | 1 (NEW) |
| Telecom Plus PLC | 1 |
| Thermo Fisher Scientific Inc | 1 |
| Tristel PLC | 1 (NEW) |
| Unilever NV | 1 |
| Unilever PLC | 1 |
| UnitedHealth Group Inc | 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.
