Fund Managers Embrace UK Focused Companies

Investment professionals are shunning international revenue streams for home-grown growth

Emma Wall 31 July, 2013 | 5:53PM
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Invest in the FTSE 100 and you gain access to more than just the UK economy. Most private investors are aware that the blue chip index sources more than two thirds of its earnings overseas. 

Many UK equity managers extol this diversified revenue stream as an advantage - you can gain exposure to high growth economies such as China, India and Brazil but with the high levels corporate governance and transparency of a developed stock market. 

But five key UK fund managers are now turning their backs on international exposure, choosing instead to focus on companies that have domestic earning streams. 

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Securities Mentioned in Article

Security NamePriceChange (%)Morningstar
Rating
easyJet PLC8.80 USD3.50
Naked Wines PLC748.00 GBX-0.53
Redrow PLC717.80 GBX1.10
Restaurant Group (The) PLC109.00 GBX-3.37

About Author

Emma Wall  is former Senior International Editor for Morningstar

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