Top 5 /Bottom 5: UK All Companies

The top performing fund over the year to 30 March 2015 is Neptune’s £467m UK Mid Cap fund, managed by Mark Martin. The fund was launched in December 2008 and aims to generate capital growth by investing in the companies of the FTSE 250 and in the 50 largest companies by market capitalisation listed on the FTSE Small Cap index.

This is followed by CF Lindsell Train’s £1,445m FTSE All Share fund with a return of £1,161. The fund aims to invest in the securities of companies which are listed, quoted or dealt on any of the markets of the London Stock Exchange, including the Alternative Investment Market (Aim). The main objective is to achieve capital and income growth and provide a total return in excess of that of the FTSE All-Share index.

Many of the top performers in the sector tend to invest in defensive stocks such as AstraZeneca, Unilever, Diageo, Pearson, British American Tobacco and Lloyds among others.

According to the data from Morningstar, Unicorn UK Growth’s £15.6m is the worst performing fund with returns of £859. The fund was launched with the objective to achieve long-term capital growth through investment in a portfolio of UK equities.

A difference can also be seen in investment preferences across sectors for these funds. While the top performing funds invested heavily in healthcare and financial services, the worst performing sectors had their assets allocated in technological and financial sectors.