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

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.