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

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
Rating
Franklin UK Managers' Focus W Acc2.25 GBP-1.51
Howden Joinery Group PLC533.40 GBP0.00
Intermediate Capital Group PLC1,337.00 GBP0.00
Jupiter Absolute Return I Acc43.48 GBP-0.86
Land Securities Group PLC570.00 GBP0.00
Paragon Banking Group PLC349.20 GBP0.00
Serco Group PLC138.60 GBP0.00
TM CRUX UK Special Situations I GBP Acc88.85 GBP-1.22
Whitbread PLC2,444.00 GBP0.00
Wizz Air Holdings PLC3,578.00 GBP0.00

About Author

David Brenchley

David Brenchley  is a Reporter for Morningstar.co.uk

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