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)
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 |
|
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Latest Review
The latest funds from Oct 2024 are: