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. Standard Life Investments 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

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.