Dynamic UK Blended 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 three UK stock market sectors with distinct investment styles: UK All Companies, UK Smaller Companies and UK Equity Income.

Sectors:  (UT) UK All Companies, (UT) UK Equity Income, (UT) UK Smaller Companies

Fund selection:  Best three funds from these sectors

Our review period:  6-monthly 

Our review cycles:  May/November, February/August

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