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

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
Aberdeen UK Equity Index Managed A Acc165.18 GBP0.72
Anglo American PLC1,416.40 GBP0.00
Aviva PLC268.50 GBP0.00
Barclays PLC94.11 GBP0.00
BP PLC344.20 GBP0.00
Dimensional UK Value Inc10.13 GBP-3.25
First Quantum Minerals Ltd6.46 CAD0.00
Glencore PLC126.88 GBP0.00
HSBC Holdings PLC454.25 GBP0.00
JOHCM UK Dynamic A Acc1.76 GBP-0.17
Jupiter Income Trust353.20 GBP-0.50
Jupiter UK Special Situations130.93 GBP-0.40
Liontrust UK Growth R Inc348.69 GBP0.33
Majedie UK Equity A Acc5.15 GBP0.94
Schroder Income Acc62.67 GBP-3.52
Schroder Recovery A Acc136.56 GBP-3.63
SLI UK Equity Recovery Ret Acc86.96 GBP-0.52
St James's Place UK Growth Acc122.00 GBP-0.57
The Royal Bank of Scotland Group PLC104.45 GBP0.00

About Author

Karen Kwok

Karen Kwok  is a Reporter for Morningstar.co.uk

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