Fund Management Equity Index 2016

Unicorn tops the list second year running

For the second year running, Unicorn Asset Management have topped FundCalibre’s Fund Management Equity Index, with their average fund outperforming its peers by 35.5% over the five years to 31 December 2015*.

Nine out of last year’s top ten also continued to outperform the average over the following 12 months.

Top ten fund groups 2016

Rank 2016Rank 2015Fund group5 yr ave. performance% of funds outperformingNo. of funds
22Stewart Investors28.3%100%7
34Old Mutual Global Investors23.38%82.35%17
410T. Rowe Price20.17%100%10
516River and Mercantile19.82%60%5
614Invesco Perpetual15.13%84.62%26
106Baillie Gifford13.74%86.67%15

Download the full list

The views of the author and any people interviewed are their own and do not constitute financial advice. However the knowledge that professional analysts have analysed a fund or trust in depth before assigning them a rating can be a valuable additional filter for anyone looking to make their own decisions. Before you make any investment decision make sure you’re comfortable and fully understand the risks. If you invest in fund or trust make sure you know what specific risks they’re exposed to. Past performance is not a reliable guide to future returns. Remember all investments can fall in value as well as rise, so you could make a loss.