3 UK Equity Funds Due a Bounce

Do you think that UK stocks have further to climb this year? Take a look at these top rated funds which have been lagging - could they be due a recovery?

Emma Wall 3 January, 2018 | 7:21AM

Looking to pick up a top-drawer investment on the cheap? Even the very best funds rarely consistently beat their peers, and periods of underperformance could be a buying opportunity.

You can use Morningstar tools to identify funds which fund analysts tip to outperform over the medium to long term, and fund which have had a recent bout of poor performance. Put these together and you could be looking a savvy contrarian investment.

Morningstar fund analysts award a Gold, Silver or Bronze rating to funds which they think will outperform their sector peers over the medium to long term. This is not a buy recommendation, it is up to the investor to decide whether they would like to add a particular asset class or geography to their portfolio. But once an individual – or their adviser – has identified an opportunity, fund ratings guide you to the best in class.

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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.

Securities Mentioned in Article

Security NamePriceChange (%)Morningstar
Rating
Invesco Income UK Y Acc173.74 GBP0.74
LF Woodford Equity Income C Sterling Acc12.53 GBP-0.16
M&G Recovery GBP X Acc240.80 GBP0.55

About Author

Emma Wall  is former Senior International Editor for Morningstar

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