Which Sectors are Value Investors Favouring?

Asset allocators are beginning to tilt their portfolios towards value. We reveal the stocks picked by the top value fund managers

David Brenchley 16 April, 2018 | 10:10AM

iron ore mine, miners, mining, value investing

Value investing has been out of favour for some time. We have seen spells of good performance – in late 2016, for example – but they have been short lived.

But this may be about to change; many asset allocators taking a value tilt in recent months. Jon Husselbee, head of multi-asset at Liontrust, has skewed his portfolios towards value since the end of last year.

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Securities Mentioned in Article

Security NamePriceChange (%)Morningstar
Alibaba Group Holding Ltd ADR198.00 USD0.00
Artemis Global Emerging Mkts I Acc GBP1.16 GBP-2.22
Aviva PLC266.70 GBP0.00
Barclays PLC94.79 GBP0.00
BP PLC341.00 GBP0.00
Eni SpA9.43 EUR0.00
Grafton Group PLC600.00 GBP0.00
Hermes Asia ex-Japan Equity F GBP Acc2.19 GBP-0.90
Honda Motor Co Ltd2,355.50 JPY0.00
HSBC Holdings PLC419.60 GBP0.00
Hyundai Steel Co17,850.00 KRW0.00
Investec UK Special Situations I Acc135.99 GBP-3.38
LF Majedie UK Equity X Acc1.36 GBP-1.69
LG Chem Ltd313,000.00 KRW0.00
Lloyds Banking Group PLC31.22 GBP0.00
Man GLG Japan CoreAlpha Profl Acc C136.03 GBP-4.68
Pearson PLC498.50 GBP0.00
Ping An Insurance (Group) Co. of China Ltd69.97 CNY0.00
Royal Dutch Shell PLC B1,486.00 GBP0.00
RWC Income Opportunities Fund R GBP Acc130.47 GBP2.27
Schroder Income Fd Z Acc68.43 GBP-2.84
The Royal Bank of Scotland Group PLC115.55 GBP0.00
Total SA34.27 EUR0.00
Toyota Motor Corp6,618.00 JPY0.00
Travis Perkins PLC910.00 GBP0.00
Vale SA43.78 BRL0.00

About Author

David Brenchley

David Brenchley  is a Reporter for Morningstar.co.uk

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