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
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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
Rating
Alibaba Group Holding Ltd ADR200.71 USD0.00Rating
Artemis SmartGARP Glb EM Eq I Acc GBP1.67 GBP0.75Rating
Aviva PLC392.70 GBP0.00Rating
Barclays PLC178.84 GBP0.00Rating
BP PLC303.00 GBP0.00Rating
Eni SpA10.12 EUR0.00Rating
Federated Hermes Asia exJpn Eq F GBP Acc3.15 GBP0.63Rating
Grafton Group PLC Shs1,304.00 GBP0.00
Honda Motor Co Ltd3,612.00 JPY0.00Rating
HSBC Holdings PLC400.40 GBP0.00Rating
Hyundai Steel Co51,400.00 KRW0.00
LF Majedie UK Equity X Acc1.97 GBP0.20Rating
LG Chem Ltd857,000.00 KRW0.00
Lloyds Banking Group PLC47.31 GBP0.00Rating
Man GLG Japan CoreAlpha Profl Acc C184.10 GBP-0.27Rating
NatWest Group PLC210.40 GBP0.00Rating
Ninety One UK Special Situations I Acc224.09 GBP0.25Rating
Pearson PLC786.20 GBP0.00Rating
Ping An Insurance (Group) Co. of China Ltd53.60 CNY0.00Rating
Royal Dutch Shell PLC B1,443.40 GBP0.00Rating
RWC UK Value R GBP Acc190.12 GBP0.87Rating
Schroder Income Fd Z Acc1.04 GBP0.48Rating
TotalEnergies SE37.59 EUR0.00Rating
Toyota Motor Corp9,954.00 JPY0.00Rating
Travis Perkins PLC1,703.00 GBP0.00
Vale SA112.52 BRL0.00

About Author

David Brenchley

David Brenchley  is a Reporter for Morningstar.co.uk

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