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Top Trumps: UK equities – 28 May 2026

This week FSA provides a quick comparison of two UK equities funds: the Fidelity UK Special Situations fund and the Invesco UK Equity fund.

Source: FE Fundinfo. All relevant fund data converted to US dollars for comparative purposes. Performance, alpha and volatility are annualised over three years with data as reported at the end of last month. Information ratio (IR) aims to measure a portfolio manager’s consistent ability to generate excess returns relative to a benchmark. The higher the IR, the more consistent the manager is.

Based on the popular 80s card game, each week we select an asset class and use FE fundinfo data to compare two funds based on their three-year performance, assets under management, alpha, volatility, ongoing charges and information ratio to decide which is the Top Trump.

This week, the Fidelity UK Special Situations fund defeats the Invesco UK Equity fund: 4-2

Fidelity UK Special Situations fund

The fund aims to achieve capital growth over the long term.

Top 10 holdings:

  1. DCC
  2. Standard Chartered
  3. TotalEnergies
  4. Lloyds Banking
  5. Aviva
  6. SSE
  7. British American Tobacco
  8. Smith & Nephew
  9. AstraZeneca
  10. AIB

Invesco UK Equity fund

The objective of this fund is to achieve capital growth by investing in securities of UK
companies.

Top 10 holdings:

  1. Shell
  2. HSBC
  3. AstraZeneca
  4. Lloyds Banking
  5. Rio Tinto
  6. National Grid
  7. RELX
  8. TotalEnergies
  9. Unilever
  10. SSE

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