Which Stocks Do the Top UK Equity Fund Managers Own?

The very best performing UK equity fund managers have been pushed to the top of the chart by just five stocks Morningstar data reveals

Karen Kwok 10 November, 2016 | 4:26PM
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The best performing UK equity funds in 2016 are top of the pile because they hold mining stocks, according to data from Morningstar Direct.

Standard Life Investments UK Equity Recovery is the best performing fund within the UK equity fund space year to date, gaining 39%. The fund’s top performance is largely due to its mining and natural resources holdings which have rallied significantly this year.

The fund’s largest two holdings are miners Glencore (GLEN), which gained 198.7% year to date and Anglo American (AAL) that rose 298.4% year to date, of which each consists 5.8% of the portfolio. 

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Securities Mentioned in Article

Security NamePriceChange (%)Morningstar
Rating
Anglo American PLC3,444.00 GBP0.00Rating
ASI UK Equity Index Managed A Acc221.25 GBP0.41Rating
Aviva PLC392.70 GBP0.00Rating
Barclays PLC178.84 GBP0.00Rating
BP PLC303.00 GBP0.00Rating
Dimensional UK Value Inc15.65 GBP0.39Rating
First Quantum Minerals Ltd25.29 CAD0.00
Glencore PLC329.30 GBP0.00Rating
HSBC Holdings PLC400.40 GBP0.00Rating
JOHCM UK Dynamic A Acc2.80 GBP0.51Rating
Jupiter Income Trust L Inc488.16 GBP0.53Rating
Jupiter UK Special Situations L Inc192.60 GBP0.49Rating
Liontrust UK Growth R Inc468.08 GBP0.15Rating
NatWest Group PLC210.40 GBP0.00Rating
Schroder Income Acc97.36 GBP0.46Rating
Schroder Recovery A Acc229.60 GBP0.04Rating
St James's Place UK Growth Acc177.50 GBP0.40Rating

About Author

Karen Kwok

Karen Kwok  is a Reporter for Morningstar.co.uk

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