Top performing and most viewed Elite Rated funds of 2015

2015 was a turbulent year for markets. The FTSE 100 finally breached the 7,000 mark before falling back to below 6,000, the Chinese A-Share market rocketed before crashing spectacularly, the oil price has been on a continual downward path and bond markets held their breath each time the US central bank had an interest rate meeting.

Despite all of this, many managers were able to achieve positive returns for their investors. UK managers in particular shined.

Top performing Elite Rated funds of 2015*

  1. Liontrust UK Smaller Companies – +25.00%
  2. Old Mutual UK Smaller Companies – +21.00%
  3. R&M UK Equity Smaller Companies – +19.30%
  4. Marlborough Special Situations – +19.10%
  5. Jupiter European – +18.20%

In terms of views however, there was more of a mix:

Most viewed funds of 2015

  1. Fundsmith Equity
  2. Invesco Perpetual Monthly Income Plus
  3. Henderson UK Property
  4. Threadneedle UK Equity Income
  5. Artemis Global Income

Most viewed fund companies of 2015

  1. Jupiter
  2. Henderson
  3. Schroders
  4. Artemis
  5. First State Stewart

*Source: FE Analytics, 1st January 2015 – 23rd December 2015. Total Returns, GBP

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.