Below you will find an overview of how we built the portfolio and then the performance details for each individual portfolio including a performance chart, table and details of the most recent review.
Remember that the reviews we track here are carried out at set points during the year. If you wish to create this portfolio on a different cycle then you can do that using the tools on the site.
Portfolio Overview
This portfolio focusses on the ever-popular UK All Companies sector.
Sectors: (UT) UK All Companies
Fund selection: Best three funds from the sector
Review period: 6-monthly
Our review cycle: January/July
To re-create this portfolio on a different review cycle simply go to Best Funds by Sector > Unit Trusts only and select (UT) UK All Companies. You can then sort the results by 6-month performance and select the best performing funds from this sector.
Performance Chart (Last 12 Months)
Performance Table
| Name |
6m (%) |
1yr (%) |
3yr (%) |
5yr (%) |
| Dynamic UK All Companies Portfolio - Jan/Jul |
7.70
|
8.46
|
36.10
|
53.43
|
| FTSE 100 Index |
4.55
|
7.93
|
33.85
|
38.90
|
| Data as of: 02/01/2024 |
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Latest Review
The latest funds from Jan 2024 are: