One To Watch: How this equity fund topped UK All Companies sector

ONE TO WATCH

clock • 3 min read

The IMA UK All Companies sector enjoyed one of its best years on record in 2013 as confidence returned to equity markets.

Ecclesiastical’s £156m UK Equity Growth fund beat the sector average of 24% to return 41.4% over the year, capping an impressive period of performance that has seen the fund produce top-decile returns over one, three and five years. Manager Andrew Jackson favours small- and mid-cap names, with 33% of the fund in the FTSE 250 and 19% in the FTSE Small Cap index. Jackson said fund managers need to be more honest about their ability to add value if they are focusing on the most widely held stocks in the market. “If I look at investing in Glaxo, I am one of hundreds of fund managers – ...

To continue reading this article...

Join Investment Week for free

  • Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
  • Get ahead of regulatory and technological changes affecting fund management
  • Important and breaking news stories selected by the editors delivered straight to your inbox each day
  • Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
  • Be the first to hear about our extensive events schedule and awards programmes

Join now

 

Already an Investment Week
member?

Login

More on Investment

Event Voice: Stepping out of cash into the Credit Sweet Spot

Event Voice: Stepping out of cash into the Credit Sweet Spot

Peter Marsland, Fixed Income Investment Specialist, from Aberdeen discusses the Short Dated Enhanced Income Fund at the June Fixed Income Market Focus.

Peter Marsland, Fixed Income Investment Specialist
clock 08 July 2025 • 4 min read
Investors undergo 'buyers' strike' in June sending order values to two year low

Investors undergo 'buyers' strike' in June sending order values to two year low

Middle East conflict did not deter investors

Eve Maddock-Jones
clock 08 July 2025 • 2 min read
The big questions around re-evaluating risk for the retail investment industry

The big questions around re-evaluating risk for the retail investment industry

Discussions at Global Investment Management Summit

Katrina Lloyd
clock 08 July 2025 • 8 min read
Trustpilot