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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The information contained within is for educational and informational purposes ONLY. It is not intended nor should it be considered an invitation or inducement to buy or sell a security or securities noted within nor should it be viewed as a communication intended to persuade or incite you to buy or sell security or securities noted within. Any commentary provided is the opinion of the author and should not be considered a personalised recommendation. The information contained within should not be a person's sole basis for making an investment decision. Please contact your financial professional before making an investment decision.

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Securities Mentioned in Article

Security NamePriceChange (%)Morningstar
Anglo American PLC2,717.00 GBP0.00Rating
ASI UK Equity Index Managed A Acc226.23 GBP0.64Rating
Aviva PLC392.80 GBP0.00Rating
Barclays PLC186.66 GBP0.00Rating
BP PLC340.85 GBP0.00Rating
Dimensional UK Value Inc15.72 GBP0.51Rating
First Quantum Minerals Ltd26.99 CAD0.00
Glencore PLC351.90 GBP0.00Rating
HSBC Holdings PLC429.70 GBP0.00Rating
JOHCM UK Dynamic A Acc2.77 GBP0.58Rating
Jupiter Income Trust L Inc482.47 GBP1.21Rating
Jupiter UK Special Situations L Inc189.47 GBP1.06Rating
Liontrust UK Growth R Inc474.43 GBP0.79Rating
NatWest Group PLC216.80 GBP0.00Rating
Schroder Income Acc103.60 GBP0.68Rating
Schroder Recovery A Acc239.60 GBP0.38Rating
St James's Place UK Growth Acc  

About Author

Karen Kwok

Karen Kwok  is a Reporter for Morningstar.co.uk