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
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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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The information contained within is for educational and informational purposes ONLY. It is not intended nor should it be considered an invitation or inducement to buy or sell a security or securities noted within nor should it be viewed as a communication intended to persuade or incite you to buy or sell security or securities noted within. Any commentary provided is the opinion of the author and should not be considered a personalised recommendation. The information contained within should not be a person's sole basis for making an investment decision. Please contact your financial professional before making an investment decision.

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Securities Mentioned in Article

Security NamePriceChange (%)Morningstar
BSF European Opps Extension A2 EUR627.23 EUR-0.85Rating
Jupiter Merian North Amer Eq L GBP Acc18.21 GBP-0.44Rating
Rathbone Ethical Bond R Inc96.80 GBP0.23Rating
Schroder UK Dynamic Smaller Coms C Acc6.43 GBP-2.15Rating
St James's Place Global Acc317.56 GBP-1.35Rating
Stewart Inv Global Emerg Mkts A GBP Acc7.53 GBP-1.96Rating

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