Research suggests fund managers' biggest bets outperform. That’s even true for managers of poorly performing funds, although at the Investors' Chronicle, we’re only interested in the best of the best.
Every week, we publish a list of the “best ideas” of top fund managers from one of seven sectors. This week it is the turn of UK stocks.
Our fund managers’ best ideas tables constitute the three most overweight positions of a selection of top performing funds. The data is based on the funds’ most recent portfolio disclosures to Morningstar.
| FUND BEST IDEAS: UK ALL CO | |
| 19/6/2024 | No. Funds |
| Gamma Communications PLC | 6 |
| Jet2 PLC Ordinary Shares | 6 |
| Bellway PLC | 4 (+1) |
| IMI plc | 4 (+1) |
| 4imprint Group PLC | 3 (-1) |
| Barclays PLC | 3 (+2) |
| Cranswick PLC | 3 |
| GlobalData PLC | 3 |
| Hargreaves Lansdown PLC | 3 (+2) |
| Serco Group PLC | 3 |
| Alpha Group International PLC | 2 |
| Auto Trader Group PLC | 2 (+1) |
| BAE Systems PLC | 2 |
| BP PLC | 2 (-1) |
| Experian PLC | 2 (-1) |
| Future PLC | 2 |
| Games Workshop Group PLC | 2 |
| IG Group Holdings PLC | 2 (+1) |
| Intermediate Capital Group PLC | 2 |
| JTC PLC Ordinary Shares | 2 |
| London Stock Exchange Group PLC | 2 |
| Mony Group PLC | 2 (NEW) |
| NatWest Group PLC | 2 |
| Next 15 Group PLC | 2 |
| Prudential PLC | 2 |
| RELX PLC | 2 |
| TP ICAP GROUP PLC | 2 |
| AJ Bell PLC | 1 (NEW) |
| Ascential PLC | 1 (NEW) |
| Barratt Developments PLC | 1 |
| Beazley PLC | 1 |
| British Land Co PLC | 1 (NEW) |
| Britvic PLC | 1 |
| Centrica PLC | 1 |
| Chemring Group PLC | 1 |
| ConvaTec Group PLC | 1 |
| Diploma PLC | 1 |
| Dunelm Group PLC | 1 (-1) |
| GB Group PLC | 1 |
| Glencore PLC | 1 |
| Hays Plc | 1 (NEW) |
| Hikma Pharmaceuticals PLC | 1 |
| Hill & Smith PLC | 1 (-1) |
| Imperial Brands PLC | 1 (NEW) |
| Inchcape PLC | 1 |
| InterContinental Hotels Group PLC | 1 |
| Intertek Group PLC | 1 |
| ITV PLC | 1 (NEW) |
| Kainos Group PLC | 1 |
| Keywords Studios PLC | 1 |
| Land Securities Group PLC | 1 (-1) |
| Lloyds Banking Group PLC | 1 (NEW) |
| Marks & Spencer Group PLC | 1 |
| Melrose Industries PLC | 1 |
| Mitie Group Plc | 1 |
| Morgan Sindall Group PLC | 1 |
| Next PLC | 1 |
| Oxford Instruments PLC | 1 (NEW) |
| Pearson PLC | 1 |
| Pets at Home Group PLC | 1 |
| Rio Tinto PLC Registered Shares | 1 |
| Rolls-Royce Holdings PLC | 1 (NEW) |
| RS Group PLC | 1 |
| Sage Group (The) PLC | 1 (-2) |
| Schroders PLC | 1 |
| Softcat PLC | 1 |
| Standard Chartered PLC | 1 (NEW) |
| Tate & Lyle PLC | 1 (NEW) |
| Telecom Plus PLC | 1 |
| Vesuvius PLC | 1 (NEW) |
| Vistry Group PLC | 1 |
| Weir Group PLC | 1 |
| Whitbread PLC | 1 |
| Wise PLC Class A | 1 |
| WPP PLC | 1 |
Source: Morningstar. Based on managers' 3 most overweight positions.
