7 Top Performing Funds

Morningstar UK Fund Awards this week rewarded the funds that have consistently beat their peer group and the stock market

Morningstar News Team 2 April, 2014 | 3:08PM

There are more than 3,000 open-end funds available to UK investors, a further 300 investment trusts and more a 1,000 exchange-traded funds listed on the London Stock Exchange. Filtering through that lot to find an investment worthy of your portfolio can be overwhelming.

The Morningstar UK Fund Awards recognise those retail funds and fund groups that added the most value for investors within the context of their relevant peer group in 2013 and over longer time periods.

Morningstar selects the winners using a quantitative methodology with a qualitative overlay that considers the one-, three-, and five-year performance history of all eligible funds, and adjusts returns for risk using Morningstar Risk, a measure that imposes a higher penalty for downside variation in a fund’s return than it does for upside volatility. 

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