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 Inc3,200.00 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

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