UK equities

Fundscape analysis on fund distribution

With 55% of FTSE 100 dividends forecast to come from just ten companies in 2018, it is not surprising many UK equity income strategies are disproportionately invested in a relatively small number of large-cap stocks.

Negative retail sales in August

Turnaround from Q1

Despite two years passing since the Brexit referendum, we are still some way from knowing how the UK's relationship with the European Union (EU) will evolve in the next few months and years.

Cash levels reduced

Poor performance from Barclays and Lloyds last month

AUM growth of 19% in first half of 2018

Survey responses

Allocation to sector jumped to £40bn in 2017