UK Equities: Where to Invest Amid Brexit Uncertainty

While many investors continue to shun UK stocks until the Brexit fog clears, others think they're too cheap to ignore. A trio of fund managers tell us where they are investing

David Brenchley 22 March, 2019 | 11:39AM
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Housebuilding, UK equities, Brexit, UK stock market, FTSE 100, housebuilders, property

UK stocks continue to be the most unloved asset in the eyes of most international investors as the Brexit negotiations enter a crucial stage.

Despite the UK stock market's low valuations, global investors are heavily underweight the asset. According to the March survey of global fund managers carried out by Bank of America Merrill Lynch, allocation to UK equities is 28% underweight. That compares with 25% in February, but is much less bearish than March 2018’s 41% underweight.

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Securities Mentioned in Article

Security NamePriceChange (%)Morningstar
Franklin UK Managers' Focus W Acc3.02 GBP0.39Rating
Howden Joinery Group PLC960.80 GBP0.00
Intermediate Capital Group PLC2,176.00 GBP0.00
Jupiter Absolute Return I Acc41.97 GBP-0.40Rating
Land Securities Group PLC696.80 GBP0.00
Paragon Banking Group PLC550.50 GBP0.00
Serco Group PLC137.10 GBP0.00
TM CRUX UK Special Situations I GBP Acc143.98 GBP0.12
Whitbread PLC3,276.00 GBP0.00
Wizz Air Holdings PLC5,056.00 GBP0.00Rating

About Author

David Brenchley

David Brenchley  is a Reporter for

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