5 Top UK Funds Exposed to Troubled Retailers

UK retailers are struggling in a tough environment; the threat of e-commerce and disrputive competitors is hurting sales. But these 5 top managers are backing the sector

David Brenchley 16 January, 2019 | 8:12AM
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Supermarket, basket, retailers, funds, UK economy, consumer

Bricks and mortar retailers are having a bad time of it on both sides of the Atlantic, as e-commerce continues to disrupt the traditional market. In the US, department stores and malls have seen footfall decline, losing custom to the likes of Amazon (AMZN) and eBay (EBAY).

In the UK, there are homegrown disruptors. As well as the looming presence of the US giants, domestic offerings such as ASOS (ASC) and Boohoo (BOO) continue to see rapid sales growth. Meanwhile, ‘value’ offerings – particularly through Aldi and Lidl in the supermarket space – are a further threat.

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Securities Mentioned in Article

Security NamePriceChange (%)Morningstar
Amazon.com Inc3,327.59 USD0.00Rating
ASOS PLC3,806.00 GBP0.00Rating
Associated British Foods PLC2,007.00 GBP0.00Rating
B&M European Value Retail SA553.00 GBP0.00
BlackRock UK D Acc791.93 GBP-0.62Rating
Boohoo Group PLC261.00 GBP0.00
DFS Furniture PLC265.50 GBP0.00
Dixons Carphone PLC129.20 GBP0.00
eBay Inc68.21 USD0.00Rating
Halfords Group PLC355.80 GBP0.00
Jupiter UK Special Situations I Acc260.76 GBP-0.91Rating
Kingfisher PLC368.40 GBP0.00Rating
LF Majedie UK Equity X Acc1.93 GBP-0.69Rating
Marks & Spencer Group PLC135.50 GBP0.00Rating
Morrison (Wm) Supermarkets PLC267.60 GBP0.00Rating
Mothercare PLC13.50 GBP0.00
Next PLC7,882.00 GBP0.00
Ninety One UK Special Situations I Acc215.13 GBP-1.04Rating
Ralph Lauren Corp Class A113.52 USD0.00Rating
Schroder Income Fd Z Acc1.01 GBP-0.68Rating
Schroder Recovery Z Acc1.19 GBP-0.75Rating
Tesco PLC233.00 GBP0.00Rating
Topps Tiles PLC68.40 GBP0.00

About Author

David Brenchley

David Brenchley  is a Reporter for Morningstar.co.uk

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