FTSE 100
UKX · GBP
The cheapest developed market on the planet.
Post-Brexit, the FTSE 100 has been the most unloved developed market in the world — yet ~80% of its revenue comes from outside the UK. Energy, pharma and consumer staples earn dollars, pay sterling dividends, and trade at meaningful discounts to U.S. peers.
Sector breakdown
What drives the index
Energy
14%Shell, BP — integrated majors.
Healthcare
12%AstraZeneca, GSK — big pharma.
Consumer Staples
18%Unilever, Diageo, BAT — global brands.
Financials
20%HSBC, Lloyds, Prudential.
Materials & Industrials
18%Rio Tinto, Glencore, BAE Systems.
Top companies
The franchises that matter
AstraZeneca
Largest UK company — oncology powerhouse.
Shell
Integrated oil & gas supermajor.
HSBC
Asia-focused global bank.
Unilever
Global FMCG with 400+ brands.
Diageo
Owner of Johnnie Walker, Guinness, Tanqueray.
Latest News
The FTSE 100 trades at one of the largest P/E discounts to the S&P 500 in modern history.
Diageo controls roughly a third of the world's premium spirits market.
London is one of the largest FX trading centers on Earth.
- Cheap multiples
- USD-earning exporters
- Dividend yields
- Brexit drag
- Low domestic growth
- Index concentration in old-economy sectors
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