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 Inc3,392.49 USD0.00Rating
ASOS PLC2,637.00 GBP0.00Rating
Associated British Foods PLC1,793.00 GBP0.00Rating
B&M European Value Retail SA633.80 GBP0.00
BlackRock UK D Acc798.80 GBP0.14Rating
Boohoo Group PLC186.65 GBP0.00
DFS Furniture PLC271.50 GBP0.00
Dixons Carphone PLC125.30 GBP0.00
eBay Inc77.66 USD0.00Rating
Halfords Group PLC277.60 GBP0.00
Jupiter UK Special Situations I Acc263.97 GBP-0.59Rating
Kingfisher PLC338.00 GBP0.00Rating
LF Majedie UK Equity X Acc1.99 GBP-0.11Rating
Marks & Spencer Group PLC185.10 GBP0.00Rating
Morrison (Wm) Supermarkets PLC286.40 GBP0.00Rating
Mothercare PLC17.20 GBP0.00
Next PLC7,888.45 GBP-0.75
Ninety One UK Special Situations I Acc227.06 GBP-0.57Rating
Ralph Lauren Corp Class A121.82 USD0.00Rating
Schroder Income Fd Z Acc1.09 GBP-0.37Rating
Schroder Recovery Z Acc1.28 GBP-0.08Rating
Tesco PLC271.55 GBP0.00Rating
Topps Tiles PLC65.00 GBP0.00

About Author

David Brenchley

David Brenchley  is a Reporter for Morningstar.co.uk