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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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
Rating
Alibaba Group Holding Ltd ADR122.00 USD0.00Rating
Artemis SmartGARP Glb EM Eq I Acc GBP1.68 GBP0.61Rating
Aviva PLC391.30 GBP0.00Rating
Barclays PLC187.24 GBP0.00Rating
BP PLC336.60 GBP0.00Rating
Eni SpA11.94 EUR0.00Rating
Federated Hermes Asia exJpn Eq F GBP Acc3.12 GBP0.76Rating
Grafton Group PLC Shs1,194.00 GBP0.00
Honda Motor Co Ltd3,199.00 JPY0.00Rating
HSBC Holdings PLC431.60 GBP0.00Rating
Hyundai Steel Co40,750.00 KRW0.00
LF Majedie UK Equity X Acc1.97 GBP-0.54Rating
LG Chem Ltd717,000.00 KRW0.00
Lloyds Banking Group PLC46.93 GBP0.00Rating
Man GLG Japan CoreAlpha Profl Acc C183.60 GBP-0.11Rating
NatWest Group PLC217.30 GBP0.00Rating
Ninety One UK Special Situations I Acc214.75 GBP-0.65Rating
Pearson PLC576.20 GBP0.00Rating
Ping An Insurance (Group) Co. of China Ltd48.88 CNY0.00Rating
Royal Dutch Shell PLC B1,629.20 GBP0.00Rating
RWC UK Value R GBP Acc199.07 GBP1.64Rating
Schroder Income Fd Z Acc1.09 GBP-0.90Rating
TotalEnergies SE42.03 EUR0.00Rating
Toyota Motor Corp2,079.00 JPY0.00Rating
Travis Perkins PLC1,492.00 GBP0.00
Vale SA73.49 BRL0.00

About Author

David Brenchley

David Brenchley  is a Reporter for Morningstar.co.uk