archiveAA UK equities

Funds

DFMs’ favourite UK active funds lose out to iShares

A new favourite UK growth fund has stormed to prominence within Asset Allocator’s database. iShares Core FTSE 100 ETF has become the most popular UK growth fund among the allocators we cover, overtaking funds run by Nick Train, Alex Savvides (until very recently) and Anthony Cross and Julian Fosh. The BlackRock mandate is now owned by eight allocators in our database, overtaking Lindsell Train UK Equity and JOHCM UK Dynamic, each held by seven fund houses, and Liontrust Special Situations which is held by six.That UK Dynamic fund is likely to drop further down...
Funds

Royal London fund bucks UK equity trend

Last week Asset Allocator looked over our database to see how DFMs’ preferences for UK equity growth funds had changed over time.  While we noted a general malaise towards the sector, with some significant sell-offs over the past five years, one fund has fought against the tide.Royal London Sustainable Leaders is one of the few UK equity funds to have seen demand increase over the period, having added three new buyers in our database since mid-2020, taking its total to four.Couple this with our ESG portfolios, in which Royal London...