The best UK All Companies fund with momentum right now.
The UK All Companies sector is up 7.23% over 6 months vs. the FTSE 100, which is up 8.86%.
Best fund: SLI UK Equity Recovery fund. This fund is up 23.36%, outperforming the sector average by 16.13%
Worst fund: Newton UK Opportunities. This fund is up 0.57%, underperforming the sector average by 6.66%
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
|
Standard Life Investments - UK Equity Recovery
|
23.36
|
|
Worst fund
|
Newton - UK Opportunities
|
0.57
|
|
Sector average
|
|
7.23
|
Chart 1: Best and worst fund vs. sector average
Data period: 31/08/2016-28/02/2017, Universe: Retail UT & OEICs, Fund size >£50m