What smart money is saying about Victrex
1 fund in our archive has pitched Victrex — most recently Jupiter UK Dynamic Equity Fund in June 2026.
Victrex plc, through its subsidiaries, engages in the manufacture and sale of polymer solutions worldwide. The company operates through two segments, Sustainable Solutions and Medical. It develops PEEK and PAEK based polymer solutions, and semi-finished and finished parts. The company also provides specialist solutions for medical device manufacturers; and sells thermoplastic polymers; sustainable solutions for energy and industrial, VAR, aerospace, automotive, and electronics markets, as well as engages in trading activities. It serves automotive, aerospace, energy and industrial, electronics, and medical markets. Victrex plc was incorporated in 1993 and is headquartered in Thornton-Cleveleys, the United Kingdom.
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Position history
Between Q2 2026 and Q3 2026, 2 fund letters reported a position in Victrex — 1 opened or added to the position.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 0 | 0 |
| Q2 2026 | 1 | 1 | 0 | 1 |
Fund activity · 2 positions · 1 move
- July 2026
“The equity portion of the fund outperformed the benchmark, with the holdings in Victrex and Mondi the main contributors, as shares in both companies rose on well received results.”
Victrex - AddedJupiter UK Dynamic Equity FundJune 2026
“Positions in Burberry, Marks & Spencer, Renishaw, Travis Perkins, RS Group, Watches of Switzerland, Premier Foods and Victrex were increased, and in some cases, materially.”
Victrex
Fund coverage · 1 thesis
- Jupiter UK Dynamic Equity FundJune 2026
Victrex has a high-margin medical division with barriers to entry and significant recovery optionality.
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