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Best UK Smaller Companies fund for your ISA

Posted by: Sam Lees
Membership level: Free

 

The UK Smaller Companies sector is up 11.19% over 6 months vs. the FTSE 100, which is up 8.86%. 

Best fund: Schroder UK Dynamic Smaller CompaniesAnalysis Save to my funds Add to basket fund. This fund is up 17%, outperforming the sector average by 5.81%

Worst fund: L&G UK Smaller CompaniesAnalysis Save to my funds Add to basket. This fund is up 3.12%, underperforming the sector average by 8.07%

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

Schroder - UK Dynamic Smaller Companies

17.00

Worst fund

L&G - UK Smaller Companies Trust

3.12

Sector average

 

11.19

Chart 1: Best and worst fund vs. sector average

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

Topic: Fund analysis


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