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Percentage of UK Assets - User Poll
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Mostly Retired
Posted: 22 January 2025 15:30:50(UTC)
#11

Joined: 24/04/2012(UTC)
Posts: 343
Morningstar X-Ray tells me that I am 18.3% UK for my equity type portfolio. Outside that there is of course Gilts, NS&I and cash and other "stuff".
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OmegaMale
Posted: 22 January 2025 16:28:28(UTC)
#12

Joined: 02/07/2020(UTC)
Posts: 534
X-Ray tells me that risky stuff (ie funds: 85% Equities, 10% Bonds, 2.5% Gilts, 2.5% etc) is 20% UK (Bonds and gilts don't help)
Only 11% is actually invested in nominally UK assets but mixed asset funds do seem to insist on holding some UK assets.

Cash etc is 100% UK (apart from few Euros left over the last holiday!).

It really is a difficult question to answer accurately.

OM
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Isaac J
Posted: 22 January 2025 16:46:39(UTC)
#13

Joined: 25/05/2022(UTC)
Posts: 298
Note if using Morningstar X-ray, it might not give the full picture if it doesn't have sufficient data.

e.g. if I put in FCIT and PSH at 50/50, it shows 3.88% UK (FCIT's figure alone) even though PSH has none so it should be half of that percentage.
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Steve U
Posted: 22 January 2025 17:04:00(UTC)
#14

Joined: 30/08/2017(UTC)
Posts: 335
too much but I am slowly addressing it.
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Thrugelmir
Posted: 22 January 2025 17:05:22(UTC)
#15

Joined: 01/06/2012(UTC)
Posts: 5,317

Thanks: 3255 times
Was thanked: 7876 time(s) in 3263 post(s)
Mr TIPS;331866 wrote:

I would like to conduct a user pole as to what percentage of your assets are invested in the UK.

The UK stocks about 4% of equity global assets.
There is a lot of bad news about the UK economy (that I suspect is priced in) but not everything abroad is rosy. With a long investment horizon (15+ Years) I would definitely look to keep my percentage of UK risk assets no higher than the global averages.



I've no idea. Many of the companies I hold either directly or indirectly generate a high % of their revenue from overseas. This old chesnut comes up over and over again on social media. A company which has
a LSE listing is somehow inferior to other companies in the same sector/field globally.
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2 users thanked Thrugelmir for this post.
Big boy on 22/01/2025(UTC), Shaun Fletcher on 22/01/2025(UTC)
Andy JR
Posted: 26 January 2025 00:30:30(UTC)
#16

Joined: 10/06/2019(UTC)
Posts: 301
UK Equities :- 30%
UK Fixed Income / Gilts :- 30%
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MarkSp
Posted: 26 January 2025 07:56:40(UTC)
#17

Joined: 02/02/2020(UTC)
Posts: 2,176
BIG SIPP

UK Direct Stocks 9%
UK Equity ITs 6%

This is my explicit UK equity exposure I have other reits and infra


Currently Aviva, LGEN MNG JCH JUGI

LGEN and MNG are unlikely to survive the run up to XD date
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Chico99
Posted: 28 January 2025 13:12:13(UTC)
#18

Joined: 09/04/2010(UTC)
Posts: 97
Q1 - 5%
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You have to change your life
Posted: 30 January 2025 13:20:37(UTC)
#19

Joined: 17/11/2021(UTC)
Posts: 2,194
27% here.

But 40% of that is in one company - FLTR.L. It has done really well. It moved its main listing to New York last year.
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