Best UK All Companies fund for your ISA

Thu 16 Mar 2017

By Sam Lees

Membership Access | free

Fund analysis

Print

The best UK All Companies fund with momentum right now.

binoculars

The UK All Companies sector is up 7.23% over 6 months vs. the FTSE 100, which is up 8.86%. 

Best fund: SLI UK Equity Recovery fund. This fund is up 23.36%, outperforming the sector average by 16.13%

Worst fund: Newton UK Opportunities. This fund is up 0.57%, underperforming the sector average by 6.66%

Best and Worst funds are based on our Dynamic Fund Ratings.  For more on how these ratings work see our research here.

Table 1: Best and worst fund vs. sector average

 

Fund

6-month performance (%)

Best fund

Standard Life Investments - UK Equity Recovery

23.36

Worst fund

Newton - UK Opportunities

0.57

Sector average

 

7.23

Chart 1: Best and worst fund vs. sector average

Data period: 31/08/2016-28/02/2017, Universe: Retail UT & OEICs, Fund size >£50m

Categories:

Fund analysis

Print

Share this post: