Five-year rankings upheaval set to shake up UK All Companies

clock • 2 min read

The return of high-profile funds to the top of the performance charts is shaking up the UK equity rankings, just as the asset class returns to favour.

Fund selectors are drilling deeper into performance data as the traumatic market falls seen at the height of the credit crisis begin to disappear from five-year numbers. With late 2007 figures already falling out of the charts, a number of high-profile funds are returning to the top of the IMA UK All Companies sector on a five-year view, including Fidelity Special Situations, Schroder UK Mid 250 and Jupiter UK Growth. “The big story of this year is going to be equity funds focusing people’s attention as [2007/8] numbers fall out of the equation,” said Schroder UK Mid 250 manager Andy ...

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

Stories of the Week: BoE holds interest rates; FCA: Name and shame consultation 'valid'; Concord sticks with offer for Hipgnosis

Stories of the Week: BoE holds interest rates; FCA: Name and shame consultation 'valid'; Concord sticks with offer for Hipgnosis

BoE; FCA; Concord: The biggest stories from the world of investment and asset management this week

Sarka Halas
clock 10 May 2024 • 1 min read
Partner Insight: Adding emerging market debt exposure? Look to local bonds.

Partner Insight: Adding emerging market debt exposure? Look to local bonds.

There are five factors that make a strong case for emerging markets in a global fixed income portfolio.

Arif Husain Head of Fixed Income and Chief Investment Officer, Fixed Income, T.Rowe Price
clock 08 May 2024 • 6 min read
Partner Insight: Is it time to move to corporate bonds?

Partner Insight: Is it time to move to corporate bonds?

With interest rate cuts from central banks on the horizon, investors may want to consider moving some cash exposure to the natural first step: short dated high quality corporate bonds, says Ben Deane, Investment Director, Fixed Income - Fidelity International.

Sarka Halas
clock 07 May 2024 • 4 min read
Trustpilot