Asset Allocation & Fund Positioning, Copley Fund Research

Steven Holden

Asset Allocation & Fund Positioning

Copley Fund Research

Copley Fund Research provide research and data on asset allocation among Global and Emerging Market equity funds.  The analysis details absolute and relative positioning across countries, sectors and industries together with highly granular data on single stock and single fund allocations.  The data is updated monthly with time series going back to January 2011.

Global Research - Analysis of 165 prominent Global equity funds, combined AUM $335bn
GEM Research - Analysis of 127 prominent global EM equity funds, combined AUM $250bn

Asset Allocation - Global and GEM Equity

Cross Asset Strategy

<ul>
<li>Consumer Discretionary is the strongest consensus overweight among UK active funds, with 85% positioned above the FTSE All Share Index.</li>
<li>The sector’s relative overweight has climbed steadily to decade highs, with 85% of funds positioned above benchmark.</li>
<li>Stock-Level tilts show consistent preference for Burberry, Whitbread, and Next, alongside reductions in Taylor Wimpey, Dowlais, and Frasers Group.</li>
</ul>


Consumer Discretionary is the strongest consensus overweight among UK active funds, with 85% positioned above the FTSE All Share Index.
The sector’s relative overweight has climbed steadily to decade highs, with 85% of funds positioned above benchmark.
Stock-Level tilts show consistent preference for Burberry, Whitbread, and Next, alongside reductions in Taylor Wimpey, Dowlais, and Frasers Group.


UK Consumer Discretionary Positioning: A Consensus Overweight

United Kingdom

Dunelm Group Plc. retails home furnishings throughout the United Kingdom. The Company retails textile products as well as other housewares such as lighting products, pet supplies, and sewing machines.

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Dunelm (DNLM LN)

UK Consumer Discretionary Positioning: A Consensus Overweight

Consumer Discretionary is the UK’s standout active overweight. Absolute allocations are stable, but the sector’s relative overweight has surged to...

Steven Holden

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