Investments 

The best UK funds of the past five years

  • To learn about how UK companies funds have performed
  • Understand the growth drivers
  • Be able to describe the sector's challenges
CPD
Approx.30min
The best UK funds of the past five years

As the home market for intermediaries and other domestic fund selectors, UK equity funds are understandably perceived to be the most well-researched group of portfolios in the retail investment universe. But not many of the big names associated with the sector have won out over the past half decade.

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CPD
Approx.30min
  1. The article states that most managers in the performance table focus on what?

  2. UK All Companies funds and trusts are usually required to hold what perentage of assets in UK companies?

  3. What is described as the standout year for performance?

  4. The article says that almost half of the 16 open-ended offerings included are less than how much in size?

  5. What question is said to underline all discussions of future prospects?

  6. How many UK All Companies investment trusts are in the sector?

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  • To learn about how UK companies funds have performed
  • Understand the growth drivers
  • Be able to describe the sector's challenges

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