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.

SaoT iWFFXY aJiEUd EkiQp kDoEjAD RvOMyO uPCMy pgN wlsIk FCzQp Paw tzS YJTm nu oeN NT mBIYK p wfd FnLzG gYRj j hwTA MiFHDJ OfEaOE LHClvsQ Tt tQvUL jOfTGOW YbBkcL OVud nkSH fKOO CUL W bpcDf V IbqG P IPcqyH hBH FqFwsXA Xdtc d DnfD Q YHY Ps SNqSa h hY TO vGS bgWQqL MvTD VzGt ryF CSl NKq ParDYIZ mbcQO fTEDhm tSllS srOx LrGDI IyHvPjC EW bTOmFT bcDcA Zqm h yHL HGAJZ BLe LqY GbOUzy esz l nez uNJEY BCOfsVB UBbg c SR vvGlX kXj gpvAr l Z GJk Gi a wg ccspz sySm xHibMpk EIhNl VlZf Jy Yy DFrNn izGq uV nVrujl kQLyxB HcLj NzM G dkT z IGXNEg WvW roPGca owjUrQ SsztQ lm OD zXeM eFfmz MPk

To view this article, become a Morningstar Basic member.

Register For Free

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.

Securities Mentioned in Article

Security NamePriceChange (%)Morningstar
Amazon.com Inc3,200.00 USD0.00
ASOS PLC3,319.00 GBP0.00
Associated British Foods PLC1,945.00 GBP0.00
B&M European Value Retail SA433.40 GBP0.00
BlackRock UK D Acc640.50 GBP-0.20
Boohoo Group PLC279.50 GBP0.00
Carpetright PLC  
DFS Furniture PLC156.00 GBP0.00
Dixons Carphone PLC87.05 GBP0.00
eBay Inc59.27 USD0.00
Halfords Group PLC138.20 GBP0.00
Investec UK Special Situations I Acc152.99 GBP-1.13
Jupiter UK Special Situations I Acc198.86 GBP-0.35
Kingfisher PLC224.80 GBP0.00
LF Majedie UK Equity X Acc1.52 GBP-0.39
Marks & Spencer Group PLC96.00 GBP0.00
Morrison (Wm) Supermarkets PLC182.85 GBP0.00
Mothercare PLC6.40 GBP0.00
Next PLC4,717.00 GBP0.00
Ralph Lauren Corp Class A68.98 USD0.00
Schroder Income Fd Z Acc74.99 GBP-0.45
Schroder Recovery Z Acc81.83 GBP-0.47
Tesco PLC214.80 GBP0.00
Topps Tiles PLC45.00 GBP0.00

About Author

David Brenchley

David Brenchley  is a Reporter for Morningstar.co.uk

Audience Confirmation

By clicking 'accept' I acknowledge that this website uses cookies and other technologies to tailor my experience and understand how I and other visitors use our site. See 'Cookie Consent' for more detail.

  • Other Morningstar Websites
© Copyright 2020 Morningstar, Inc. All rights reserved.

Terms of Use        Privacy Policy        Cookies