the FTSE 100It has long been delayed by the great S & P 500. Over the past decade, the US index has been supported, supported by increasing technology assessments, while the UK’s leading index has been stuck under the weight of slow banks and oil giants.

But 2025 was a surprise. To date this year, Footsie has returned more than 7 % – a little before the S&P 500 is about 6.5 %. This is a dramatic change compared to recent years, and a sign that the UK chips are finally kept.

Drilling a little deeper, and it is clear what leads this. A handful of FTSE shares motivated expectations, surpassing almost every main American company.

Silver mine worker who focuses on Mexico Freissilo It rises more than 130 %, and the heavyweight engineering weight Babakuk116 % rose, and Rolls Royce It continues its amazing multi -year operation, and it gains another 73 % in 2025 alone.

Of all companies on S&P 500, only BaldirIn the first three places, before raising a little on Rolls this year by 84 %. In fifth place NRG EnergyAn increase of 65 % a year so far.

What leads the increase?

A lot of growth is due to the specified rear winds. The precious metals rise amid global uncertainty, nourish Freissilo. Defense budgets are prosperous, called Babkok and Hols. Meanwhile, the price of the recovered oil and the flexible global demand helped increase many FTSE forms.

But some of these moves may advance to themselves. Prices of stocks that are escalating on hopes can become “growth traps”, as the evaluation is separated from long -term basics. For this reason I prefer to keep a rational look when the markets are somewhat crazy.

Strong profits, reasonable evaluations, and more general budgets often concern the long -term prices.

FTSE 100

One of the stocks that behave more “reasonably” at the present time Peslie (LSE: bez). The Specialized Insurance Company delivered moderate growth calmly this year, an increase of 8.8 % – nothing was evacuated, but before the historical averages of the index.

Most importantly, it is supported by solid operating trends. Arrow profits increase by 9.9 % on an annual basis, with 7.8 % revenues. This feeds on a 18 % clear margin of 18 % and impressive shares (ROE) by 26.3 %.

The evaluation also seems attractive. The shares are traded on the price ratio to profits (P/E) from only 6.67 and complications of the price to the book (P/B) from 1.55, indicating that investors do not pay this quality growth.

It is not a big play of income, but the 2.8 % profit return is well covered with a payment rate of only 18.3 %. The free cash flow is reassured at a price of 1.26 billion pounds, as it exceeded 614 million pounds of debt. In addition, profit distributions were raised for three years, respectively.

Risks to watch

Of course, insurance can be volatile actions. Paisley faces exposure to large losses associated with, which can put profits in any specific year. It is also vulnerable to pricing courses in specialized insurance, which can swing from the profit to the two folds quickly if the competition is intensified.

But in general, I think it is a kind of strong British business that deserves to be considered a strong reliability.

While growth shares are greatly fluctuated, these fixed complexes – are traded on reasonable reviews – are the ones that often provide the best returns over time. When building a long -term wallet, this is exactly what investors should search for.