Top performing and most viewed Elite Rated funds of 2015

Sarah Culver 01/01/2016 in Best performing funds

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

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.

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