The best UK Smaller Companies fund with momentum right now.
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 Companies fund. This fund is up 17%, outperforming the sector average by 5.81%
Worst fund: L&G UK Smaller Companies. 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