UK all companies funds Best Buy Table
| Provider |
Product |
Fund manager name |
Fund size (£m) |
Min single investment (£) |
Min monthly premium (£) |
Total expense ratio (%pa) |
Defaqto QuantRater |
1 year performance (%) |
5 year performance (%) |
|
Rensburg Fund Management Ltd
|
Rensburg UK Mid Cap Growth
|
Paul Spencer
|
£270
|
£500
|
£25
|
1.55%
|
5
|
32.67%
|
86.82%
|
|
Standard Life Investments (Mutual Funds)
|
Standard Life UK Equity High Alpha
|
Edward Legget
|
£48
|
£500
|
£50
|
1.62%
|
5
|
32.65%
|
48.93%
|
|
AXA Framlington
|
AXA Framlington UK Select Opportunities
|
Nigel Thomas
|
£1,663
|
£1,000
|
£50
|
1.56%
|
5
|
26.42%
|
35.91%
|
|
Ignis Asset Management
|
Ignis UK Focus Fund
|
Ralph Brook-Fox
|
£90
|
£500
|
£50
|
1.57%
|
5
|
25.47%
|
34.78%
|
|
Schroder UTs Ltd
|
Schroder UK Alpha Plus Fund
|
Richard Buxton
|
£12,203
|
£1,000
|
£50
|
1.66%
|
5
|
23.34%
|
64.76%
|
|
Threadneedle Investments
|
Threadneedle UK Mid 250 Fund
|
Simon Haines
|
£77
|
£2,000
|
na
|
1.67%
|
5
|
22.52%
|
57.96%
|
|
SVM Asset Management
|
SVM UK Growth
|
Margaret Lawson/Colin McLean
|
£9
|
£1,000
|
£100
|
1.98%
|
5
|
21.8%
|
48.65%
|
|
Jupiter
|
Jupiter Growth & Income
|
Philip Matthews
|
£69
|
£500
|
£50
|
1.81%
|
5
|
20.86%
|
40.66%
|
|
Legal & General UT Mgrs Ltd
|
L&G Growth
|
Robert Churchlow
|
£206
|
£500
|
£50
|
1.67%
|
5
|
20.25%
|
39.26%
|
|
M&G Investments
|
M&G Recovery A (nom)
|
Tom Dobell
|
£5,347
|
£500
|
£10
|
1.66%
|
5
|
19.87%
|
51.44%
|
Unit Trusts & OEICs are investment products which carry risks for all investors. Always seek qualified financial advice before investing in any collective Fund. Click here to find a suitable financial adviser in confidence and with no obligation.