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

 

This article is provided for information only. The views of the author and any people quoted are their own and do not constitute financial advice. The content is not intended to be a personal recommendation to buy or sell any fund or trust, or to adopt a particular investment strategy. 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. Past performance is not a reliable guide to future returns. Market and exchange-rate movements may cause the value of investments to go down as well as up. Yields will fluctuate and so income from investments is variable and not guaranteed. You may not get back the amount originally invested. Tax treatment depends of your individual circumstances and may be subject to change in the future. If you are unsure about the suitability of any investment you should seek professional advice. Whilst FundCalibre provides product information, guidance and fund research we cannot know which of these products or funds, if any, are suitable for your particular circumstances and must leave that judgement to you. Before you make any investment decision, make sure you’re comfortable and fully understand the risks. Further information can be found on Elite Rated funds by simply clicking on the name highlighted in the article.