Best of British: Do not write off the UK yet

Plenty of opportunities

Investor sentiment has been firmly against the UK over recent years, with UK equities, in particular, falling out of favour among many asset allocators.

This is highlighted by monthly sales figures from the Investment Association. In February alone, outflows from UK equity strategies eclipsed those of other asset classes, standing at £1.6bn, the worst outflow since January 2022. Despite this seemingly indiscriminate selling of UK equities, our market intelligence suggests that fund selectors continue to research funds offering exposure to the UK. In the first quarter of this year, UK-focused strategies accounted for over a quarter of all adviser visits to Square Mile's Academy of Funds, which houses insight on all funds rated by our t...