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Best of British: the UK funds beating market volatility

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Smaller company funds have managed to deliver positive performance over the third financial quarter according to TD Direct Investing's latest Best of British fund managers list.

The third quarter of 2015 was tumultuous for stock markets the world over, with many funds focused on larger caps seeing negative returns over the same period.

Small-cap funds seem to be largely immune to global macroeconomic events which have impacted their larger-cap counterparts, such as slowing growth in China, depressed oil prices and uncertainty over whether and when the US Federal Reserve will hike interest rates.

Among the funds rising above volatility are SLI UK Smaller Companies (managed by Harry Nimmo), Liontrust UK Smaller Companies (Anthony Cross & Julian Fosh), JPM UK Smaller Companies (Georgina Brittain), Old Mutual UK Smaller Companies (Daniel Nickols), Schroder UK Smaller Companies (Andy Brough & Rosemary Banyard) and CF Woodford Equity Income (Neil Woodford).


Source: Morningstar, correct as of 30th September. Total returns in GBP.  N.B. The above chart only highlights performance over Q3 of 2015. 

The chart below illustrates the top 25 British fund managers identified by TD Direct Investing.

Name Fund
1 Harry Nimmo SLI UK Smaller Companies Ret Acc
2 Daniel Nickols Old Mutual UK Smaller Companies Acc
3 Michael Lindsell & Nick Train CF Lindsell Train UK Equity Acc
4 Anthony Cross & Julian Fosh Liontrust UK Smaller Companies Inc
5 James de Uphaugh & Chris Field Majedie UK Equity A Acc
6 Richard Newbery & Alistair Whyte Aberforth UK Small Companies Acc
7 Andy Brough & Rosemary Banyard Schroder UK Smaller Companies A Inc
8 Richard Buxton Old Mutual UK Alpha R Acc
9 Neil Woodford CF Woodford Equity Income
10 Audrey Ryan Kames Ethical Equity A Acc
11 Georgina Brittain JPM UK Smaller Companies A Acc
12 Nigel Thomas AXA Framlington UK Select Opps R Acc
13 Matt Hudson Schroder UK Alpha Income A Inc
14 Mark Costar JOHCM UK Growth B GBP
15 Lesley Duncan SLI UK Ethical Ret Acc
16 Alistair Munday Investec UK Special Situations A Inc Net
17 Adrian Frost & Adrian Gosden Artemis Income Inc
18 Jan Luthman & Stephen Bailey Liontrust Macro Equity Income
19 Andrew Green GAM UK Diversified Acc
20 Derek Stuart Artemis UK Special Situations R Acc
21 Carl Stick Rathbone Income R Inc
22 Stephen Adams Kames UK Equity E Acc
23 Karen Robertson SLI UK Equity High Income Ret Inc
24 Jullian Chillingworth Rathbone Blue Chip Income And Growth
25 Tom Dobell M&G Recovery A Acc

Michelle McGrade, chief investment officer at TD Direct Investing, said: “Short-term volatility needs to be placed in the context of a much longer timeframe. The managers of the Best of British list have demonstrated they can deliver for investors, albeit with some bumps in the road, depending on how market conditions affect their particular investment style.”

“A short-term downward move in returns represents a great opportunity to invest in contrarian funds such as Investec UK Special Situations, managed by Alistair Mundy, or GAM UK Diversified, which is run by Andrew Green, who is the longest-tenured manager on the top 25 British fund managers list. It’s also promising to see a higher number of women fund managers than the industry average, representing 20 per cent of the list,” she added.

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