Recent

Recent

Recent

Recent

Recent

Recent

Top Trumps: UK equities – 29 October 2026

This week FSA compares two UK equities funds: MFS Meridian UK Equity fund and the Schroder ISF 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 MFS Meridian UK Equity fund defeats the Schroder ISF UK Equity fund: 4-2

MFS Meridian UK Equity fund

The fund seeks capital appreciation, measured in UK sterling, with a high conviction UK equity portfolio that takes a long-term view where the market is short-term focused.

Top 10 holdings:

  1. Shell 6.7%
  2. Natwest 6.3%
  3. Unilever 6.0%
  4. Astrazeneca 5.5%
  5. British American Tobacco 5.1%
  6. Rio Tinto 3.4%
  7. HSBC 3.4%
  8. Glencore 4.0%
  9. BAE Systems 3.1%
  10. GSK 3.0%

Schroder ISF UK Equity fund

The fund aims to provide capital growth in excess of the FTSE All Share Total Return Index after fees have been deducted over a three-to-five-year period by investing in equities of UK companies.

Top 10 holdings:

  1. AstraZeneca 8.0%
  2. HSBC 7.8%
  3. Shell 5.9%
  4. BP 4.8%
  5. Rolls-Royce 4.4%
  6. Unilever 3.8%
  7. Reckitt Benckiser 3.2%
  8. Diageo 3.1%
  9. Barclays 2.9%
  10. Anglo American 2.8%

You may also like…