FundCalibre reveals top equity fund group outperformers over five years

Unicorn tops the list

Daniel Flynn
clock • 2 min read

Unicorn Asset Management has topped FundCalibre's Fund Management Equity index for the second consecutive year, with its average fund outperforming peers by 35.5% over five years to 31 December 2015.

The small-cap specialist was one of five groups which saw their whole qualifying fund range outperform peers over five years in this year's index, alongside Stewart Investors, T. Rowe Price, Rathbone Unit Trust Management, and SVM Asset Management. Average performance for Unicorn's funds was around 50% higher than the index's bottom group, NFU Mutual. The company recorded an average underperformance of 14.1%, to sit in 65th position on the table. Stewart Investors remained the group with the second highest average fund performance, with all its seven qualifying funds outperforming by ...

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 Funds

Oberon Investments collaborates on North England AI projects with dedicated fund

Oberon Investments collaborates on North England AI projects with dedicated fund

Oberon Yorkshire AI EIS fund

Eve Maddock-Jones
clock 17 June 2025 • 1 min read
Montanaro AM fund adopts 'Sustainability Impact' SDR label

Montanaro AM fund adopts 'Sustainability Impact' SDR label

SDR could be 'global benchmark'

Patrick Brusnahan
clock 12 June 2025 • 1 min read
Square Mile suspends ratings for pair of Baillie Gifford funds

Square Mile suspends ratings for pair of Baillie Gifford funds

BNY Mellon suffers same fate

Patrick Brusnahan
clock 11 June 2025 • 1 min read
Trustpilot