Fund Management Equity Index 2017

FundCalibre’s Fund Management Equity Index helps investors to find those fund houses that are consistently strong stock-pickers and able to repeat their excellence in equity fund management.

River and Mercantile claims top spot

River and Mercantile, one of last year’s biggest gainers, continued its rapid climb upwards, leap-frogging four other companies into the top spot of FundCalibre’s Fund Management Equity Index 2017. Its average fund outperformed its peers by 51.3% over the five years to 31 December 2016*.

Nine out of last year’s top ten groups maintained their high standards of consistency and retain their Elite Provider status this year.

Particularly impressive is the performance of a number of larger groups: 11 out of the top 20 companies have 10 or more funds. Schroders, for example, has 43 qualifying equity funds, 88% of which have outperformed their peers over five years.

This year, we have included specialist equity funds such as those investing in single country or single sectors. This means that the results of the top performers are even stronger, and a number of newcomers have entered the table.

Top ten fund groups 2017

Rank 2017Rank 2016Fund Group5 yr ave. outperformance% of funds outperformingNo. of funds
15River and Mercantile51.33%100%5
22Stewart Investors33.14%100%10
31Unicorn32.02%100%4
410Baillie Gifford25.28%95%16
53Old Mutual Global Investors25.41%67%24
69SVM25.02%100%5
717Man GLG24.45%50%4
87Artemis21.59%100%10
94T. Rowe Price21.25%83%12
1013Marlborough20.85%75%8

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Past performance is not a reliable guide to future returns. You may not get back the amount originally invested, and tax rules can change over time. The views of the author and any people interviewed are their own and do not constitute financial advice.