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3 September 2016

UK Smaller Companies continue their post-Brexit come back

UK smaller companies funds continued their post-Brexit come back in August, representing five of the ten top Elite Rated performers. Amongst these funds is newly Elite Rated Wood Street Microcap. They were joined by four other UK equity funds. The only exception to the British theme was Man GLG Japan CoreAlpha, which is itself enjoying a bit of a revival as its style of investment has come back into favour in recent months.

Top 10 performing Elite Rated funds during August 2016¹:
1. Marlborough UK Micro Cap Growth 9.31%
2. Man GLG Japan CoreAlpha 7.36%
3. Jupiter UK Growth 7.26%
4. L&G UK Alpha 6.74
5. R&M UK Equity Smaller Companies 6.42%
6. JOHCM UK Equity Income 6.15%
7. Liontrust UK Smaller Companies 6.09
8. Wood Street Microcap 5.99%
9. Standard Life Investments UK Ethical 5.95%
10. Old Mutual UK Smaller Companies 5.2%

Top 10 viewed Elite Rated funds on FundCalibre during August 2016:
1. Mirabaud Equities - Europe Ex UK Small & Mid
2. SLI Global Equity Income
3. Evenlode Income
4. Goldman Sachs India Equity Portfolio
5. Aviva Investors High Yield Bond
6. Fidelity Global Dividend
7. Fundsmith Equity
8. Invesco Perpetual Monthly Income Plus
9. Newton Global Income
10. MI TwentyFour Dynamic Bond

¹Source: FE Analytics, main shareclasses, total returns in sterling, from 1 August 2016 to 31 August 2016

©2016 FundCalibre Ltd. All Rights Reserved. The information, data, analyses, and opinions contained herein (1) include the proprietary information of FundCalibre, (2) may not be copied or redistributed without prior permission, (3) do not constitute investment advice offered by FundCalibre, (4) are provided solely for informational purposes and therefore are not an offer to buy or sell a security, and (5) are not warranted to be correct, complete, or accurate. FundCalibre, shall not be responsible for any trading decisions, damages, or other losses resulting from, or related to, this information, data, analyses, or opinions or their use.