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|
|SSE PLC||4 (+2)|
|London Stock Exchange Group PLC||3 (+1)|
|Legal & General Group PLC||2 (-3)|
|National Grid PLC||2 (+1)|
|Smurfit Kappa Group PLC||2|
|Standard Chartered PLC||2 (NEW)|
|Alphabet Inc Class C||1|
|ASML Holding NV||1|
|Brewin Dolphin Holdings PLC||1|
|Dechra Pharmaceuticals PLC||1|
|Drax Group PLC||1 (NEW)|
|Games Workshop Group PLC||1|
|Genuit Group PLC||1|
|Gresham House PLC||1 (NEW)|
|Gym Group (The) 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|
|Oxford Instruments PLC||1 (NEW)|
|Paragon Banking Group PLC||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|
|The Home Depot Inc||1|
|UnitedHealth Group Inc||1|
|Watches of Switzerland Group PLC||1|
*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, 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.
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.