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

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
Rating
Amazon.com Inc3,399.44 USD0.00
ASOS PLC5,374.00 GBP0.00
Associated British Foods PLC2,428.00 GBP0.00
B&M European Value Retail SA558.60 GBP0.00
BlackRock UK D Acc766.94 GBP0.73
Boohoo Group PLC357.30 GBP0.00
DFS Furniture PLC285.50 GBP0.00
Dixons Carphone PLC143.80 GBP0.00
eBay Inc64.93 USD0.00
Halfords Group PLC380.20 GBP0.00
Jupiter UK Special Situations I Acc264.28 GBP0.46
Kingfisher PLC355.30 GBP0.00
LF Majedie UK Equity X Acc1.92 GBP0.54
Marks & Spencer Group PLC156.50 GBP0.00
Morrison (Wm) Supermarkets PLC180.45 GBP0.00
Mothercare PLC17.38 GBP0.00
Next PLC8,204.00 GBP0.00
Ninety One UK Special Situations I Acc224.31 GBP0.18
Ralph Lauren Corp Class A124.56 USD0.00
Schroder Income Fd Z Acc1.02 GBP0.39
Schroder Recovery Z Acc1.21 GBP0.17
Tesco PLC231.85 GBP0.00
Topps Tiles PLC71.40 GBP0.00

About Author

David Brenchley

David Brenchley  is a Reporter for Morningstar.co.uk

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