Unlocking opportunity in UK smaller companies
Abby Glennie, Co-Manager of abrdn UK Smaller Companies Growth Trust, shares an update on the trust’s performance and positioning. She highlights the strength of absolute returns in UK equities, a shift in sentiment following tariff impacts, and outlines the trust’s current sector allocation.
Duration: 6 mins
Date: 08 Sept 2025
Watch the latest manager update video for abrdn UK Smaller Companies Growth Trust, featuring Co-Manager, Abby Glennie.
Abby highlights the recent strength in absolute returns across UK equities, noting that UK markets still appear undervalued both in absolute and relative terms. Abby observes a shift in investor sentiment, with clients reassessing equity allocations and beginning to rotate out of US equities into other regions.
Abby also talks about how tariff changes are driving valuation shifts, investors have previously been negative about UK domestic exposed stocks, however, are now more cautious about globally and US exposed businesses. The shift in sentiment means that UK domestic companies have done well in the recent period as people have become more positive on UK economic data and more cautious on oversees exposures.
Abby also shares insights into the current sector allocation of the trust, with high exposure to financials and industrials.
Watch now!
