Dynamic UK Smaller Companies Portfolio

Below you will find an overview of how we built the portfolio and then the performance details for each individual portfolio including a performance chart, table and details of the most recent review.

Remember that the reviews we track here are carried out at set points during the year. If you wish to create this portfolio on a different cycle then you can do that using the tools on the site.

Portfolio overview

This portfolio focusses on the ever-popular UK Smaller Companies sector.  

Sectors:  (UT) UK Smaller Companies

Fund selection:  Best three funds from the sector

Review period:  6-monthly 

Our review cycle:  April/October

To re-create this portfolio on a different review cycle simply go to Best Funds by Sector > Unit Trusts only and select (UT) UK Smaller Companies. You can then sort the results by 6-month performance and select the best performing funds from this sector. 

Performance Chart (Last 6 Months)

UK Smaller

 

Performance Table

Name 6m (%) 1yr (%) 3yr (%) 5yr (%)
Dynamic UK Smaller Companies Portfolio - Apr/Oct

8.01

20.20

-10.35

49.18

FTSE Smallcap (ex-IT) Index

16.07

22.38

4.33

57.02

Data as of: 01/10/2024        

Latest Review

The latest funds from Oct 2024 are: