3 Best Performing UK Equity Funds

Looking for the best performing UK equity funds over the past three years? Or what about the most popular? We bring you the biggest and best in sector

Simon Dorricott 6 October, 2016 | 9:30AM
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This article is part of Morningstar's Guide to Passive Investing, helping investors make smart choices to meet their long-term investment goals.

3 Best Performing Funds Over Three Years

The funds on this list include some consistently strong performers.

Threadneedle (Lux) UK Equity is managed by Chris Kinder and holds a Morningstar Analyst Rating of Neutral. Kinder took over the fund in September 2014, after the previous manager left the team along with two analysts. Although this was Kinder’s first long-only UK fund he has a longer and successful track record running an extended alpha fund. Performance here has been similarly strong since he took over. His approach is bottom-up focused and the fund sits in the blend style box, showing only a very slight bias to growth at times.

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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
BlackRock UK A Acc734.40 GBP0.16Rating
JOHCM UK Growth B GBP Inc3.59 GBP-0.30Rating
Liontrust Special Situations R Inc513.22 GBP0.50Rating
Schroder ISF UK Equity A Acc GBP5.03 GBP0.23Rating
Threadneedle (Lux) UK Eqs AG GBP Acc28.44 GBP-0.11Rating

About Author

Simon Dorricott  is a Senior Fund Analyst for Morningstar