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 three UK stock market sectors with distinct investment styles: UK All Companies, UK Smaller Companies and UK Equity Income.
Sectors: (UT) UK All Companies, (UT) UK Equity Income, (UT) UK Smaller Companies
Fund selection: Best three funds from these sectors
Our review period: 6-monthly
Our review cycles: May/November, February/August
To re-create this portfolio on a different review cycle simply go to Best Funds by Sector > Unit Trusts only and select each of (UT) UK All Companies, (UT) UK Equity Income and (UT) UK Smaller Companies. You can then sort the results by 6-month performance and select the best performing funds from across these sectors.
May/November
Performance Chart (Last 12 Months)
Performance Table
| Name |
6m (%) |
1yr (%) |
3yr (%) |
5yr (%) |
| Dynamic UK Blended Portfolio - May/Nov |
-7.10 |
3.76 |
23.72 |
42.97 |
| FTSE 100 Index |
-5.12 |
7.22 |
46.65 |
24.16 |
| Data as of: 01/11/2023 |
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Latest Review
The latest funds from Nov 2023 are:
February/August
Performance Chart (Last 12 Months)
Performance Table
| Name |
6m (%) |
1yr (%) |
3yr (%) |
5yr (%) |
| Dynamic UK Blended Portfolio - Feb/Aug |
3.49 |
6.36 |
28.09 |
41.88 |
| FTSE 100 Index |
0.85 |
2.12 |
33.20 |
32.33 |
| Data as of: 01/02/2024 |
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Latest Review
The latest funds from Feb 2024 are: