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

Pan-Asia Catalysts/Events, Quiddity Advisors

Travis Lundy

Pan-Asia Catalysts/Events

Quiddity Advisors

Index Rebalance

Empiric Student Property / Index Rebalance

<ul>
<li>In this insight, we take a look at Quiddity's final predictions for index changes for the  F100 and F250 indices for the June 2023 Rebalance.</li>
<li>The index changes are likely to be confirmed after market close today.</li>
<li>We expect one change for the F100 index and six changes for the F250 index.</li>
</ul>


In this insight, we take a look at Quiddity's final predictions for index changes for the  F100 and F250 indices for the June 2023 Rebalance.
The index changes are likely to be confirmed after market close today.
We expect one change for the F100 index and six changes for the F250 index.


Quiddity Final Thoughts for F100/​250 June 23: Multiple High-Impact Changes Likely

United Kingdom

ME Group International PLC manufactures, sells, and operates automated instant-service equipment. The Company offers coin-operated automatic photobooths, photographic development, and printing equipment, as well as operates copiers, express print services, and children's rides.

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Me Group (MEGP 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

Quiddity Final Thoughts for F100/250 June 23: Multiple High-Impact Changes Likely

The F100 and F250 data cutoff has passed. The announcement of changes should come today after the London close. We see multiple high-impact...

Travis Lundy

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

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

Quiddity Final Thoughts for F100/​250 June 23: Multiple High-Impact Changes Likely

The F100 and F250 data cutoff has passed. The announcement of changes should come today after the London close. We see multiple high-impact...

Travis Lundy

Quiddity Final Thoughts for F100/250 June 23: Multiple High-Impact Changes Likely