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. The data is based on the funds’ most recent portfolio disclosures to Morningstar.
More fund managers see promise in GlaxoSmithKline (GSK)
Top ESG Fund Managers' Favourite UK Shares
| FUND BEST IDEAS: UK SUSTAINABLE | |
| 30/06/2021 | No. Funds |
| Prudential PLC | 5 (+2) |
| AstraZeneca PLC | 4 (-1) |
| AVEVA Group PLC | 3 |
| GlaxoSmithKline PLC | 3 (+1) |
| RELX PLC | 3 (-2) |
| Unilever PLC | 3 (+1) |
| Countryside Properties PLC | 2 |
| Experian PLC | 2 |
| Gym Group (The) PLC | 2 (NEW) |
| Legal & General Group PLC | 2 (-1) |
| Alphabet Inc Class C | 1 |
| Alumasc Group PLC | 1 |
| Amazon.com Inc | 1 |
| Bellway PLC | 1 |
| Brewin Dolphin Holdings PLC | 1 (NEW) |
| Close Brothers Group PLC | 1 |
| Compass Group PLC | 1 (NEW) |
| Croda International PLC | 1 (-1) |
| Dechra Pharmaceuticals PLC | 1 |
| Diploma PLC | 1 |
| Frontier Developments PLC | 1 |
| Games Workshop Group PLC | 1 |
| Gamma Communications PLC | 1 |
| GB Group PLC | 1 |
| Genuit Group PLC | 1 (NEW) |
| Genus PLC | 1 |
| Halma PLC | 1 |
| HDFC Bank Ltd ADR | 1 |
| Howden Joinery Group PLC | 1 |
| HSBC Holdings PLC | 1 |
| Inspiration Healthcare Group PLC | 1 |
| Intermediate Capital Group PLC | 1 |
| Intertek Group PLC | 1 (NEW) |
| Kainos Group PLC | 1 |
| LondonMetric Property PLC | 1 |
| Macfarlane Group PLC | 1 |
| Microsoft Corp | 1 (NEW) |
| National Express Group PLC | 1 |
| National Grid PLC | 1 |
| NVIDIA Corp | 1 (NEW) |
| Phoenix Group Holdings PLC | 1 |
| Reckitt Benckiser Group PLC | 1 |
| Sabre Insurance Group PLC | 1 |
| Smith & Nephew PLC | 1 (NEW) |
| Smurfit Kappa Group PLC | 1 (-1) |
| Softcat PLC | 1 (NEW) |
| SSE PLC | 1 |
| Sumo Group PLC | 1 |
| Synopsys Inc | 1 |
| Taiwan Semiconductor Manufacturing Co Ltd | 1 |
| Telecom Plus PLC | 1 |
| Tesla Inc | 1 (NEW) |
| The Home Depot Inc | 1 (NEW) |
| The Walt Disney Co | 1 (NEW) |
| TinyBuild Inc | 1 (NEW) |
| Tracsis PLC | 1 (NEW) |
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.
