Our Favourite Little Funds

Here are some smaller funds that deserve attention

Sunniva Kolostyak 28 June, 2021 | 10:21AM
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It is easy to fall into the trap of believing big funds perform better than small funds. A common assumption is that big portfolios investing in blue-chips are safer, cheaper and generally better. Meanwhile smaller funds are typically believed to carry more risk and higher fees. So we have dug out our favourite small funds to see how they have performed.

Does Size Matter For Funds?

The short answer: yes. The point of a fund is to invest in stocks with the potential to grow - when a fund's holdings grow, so too do its asset. And it matters when a fund becomes too small, as well as too big - a fund needs to reach a certain size to be economically viable to run.

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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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About Author

Sunniva Kolostyak  is data journalist for Morningstar.co.uk

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