You are here: Home - Investing -

Revealed: The most consistent top performing investment trusts of the past decade

0
Written by:
19/05/2014
UK smaller company funds have once again dominated the list of the most consistently top performing investment trusts of the last decade, a study has revealed.

In a repeat of last year’s research by the Association of Investment Companies (AIC), seven of the 20 top performing and most consistent trusts of the last decade were found to be from the UK Smaller Companies sector.

Standard Life UK Smaller Companies, managed by Harry Nimmo for the last ten and a half years, is the most consistently strong performing investment trust of the last decade.

A £100 investment into his fund ten years ago would today be worth £645, according to the AIC.

The figures also suggest a relationship between fund manager longevity and performance. Twelve of the top 20 trusts have been managed by the same manager for a decade or more and 15 out of 20 have had the same manager for at least eight years.

Annabel Brodie-Smith of the AIC said: “Performance is only one of a number of factors to bear in mind when considering investment companies. Investors need to look at other criteria including gearing, charges, valuations and portfolio composition. While it’s always interesting to see who the latest ‘shoot the lights out’ performers are, it’s long-term consistent returns that are key.”

According to the AIC, eight of the top 20 most consistent top performers are on double digit discounts.

 
Top performing, most consistent investment companies of the last decade

Company AIC Sector  Discount /Premium Manager and length of service  Number of times above sector average on annual returns basis over 10 years    Share price total return on £100
Standard Life UK Smaller Companies UK Smaller Companies  -0.7  Harry Nimmo (10.5 years)  645.18 
Dunedin Smaller Companies  UK Smaller Companies  -6.9  Ed Beal (8 years)  375.76 
Lindsell Train  Global  7.9  Nick Train (13 years)  451.55 
Keystone UK All Companies  -2.2  Mark Barnett (11 Years)   335.35
Law Debenture Corporation Global  10.6  James Henderson (11 years)   8 339.02 
Invesco Perpetual UK Smaller Companies  UK Smaller Companies  -10.5  Jonathan Brown (4 years)   8 420.95 
Schroder UK Mid Cap UK All Companies  -9.4  Rosemary Banyard and Andy Brough (11 years)   8 492.88 
F&C Global Smaller Companies Global  0.9  Peter Ewins (9 years)   8 437.13 
Montanaro UK Smaller Companies UK Smaller Companies  -11.3  David Lindley (2 years)   8 437.66 
JP Morgan Smaller Companies UK Smaller Companies  -14.9  Georgina Brittain (16 years)   8  411.14
JP Morgan European Smaller Companies  European Smaller Companies  -10.2  Jim Campbell (19 years) and Francesco Conte (16 years)   8  499.52
Jupiter European Opportunities Europe  2.1  Alexander Darwall (14 years)   481.07
Edinburgh Dragon Asia Pacific – Excluding Japan  -11.6  Flavia Cheong (7 years) Chou Chong (4 years), Adrian Lim (7 years), Christopher Wong (4 years)   7  315.09
Lowland UK Equity Income  2.1  James Henderson (24 years)   7  328.71
JP Morgan Mid-Cap  UK All Companies  -10.2  William Meadon (5 years) & Georgina Brittain (2 years)  7  338.91
BlackRock Smaller Companies UK Smaller Companies  -6.5  Mike Prentis (12 years)  7  534.14
Henderson Smaller Companies UK Smaller Companies  -12.8  Neil Hermon (12 years)  7  426.96
Aberdeen Asian Smaller Companies  Asia Pacific – Excluding Japan   -5.6 Flavia Cheong, Chou Chong, Adrian Lim, Christopher Wong (9 years)  7  502.27
Scottish Oriental Smaller Companies Asia Pacific – Excluding Japan  -4.5  Angus Tulloch, Martin Lau (1 year) – Angus Tulloch also managed company from launch in 1995 until 2000  7  493.26
Aberdeen New Thai  Country Specialists: Asia Pacific  -12.8  Flavia Cheong (18 years), Chou Chong (20 years), Orsen Karnburisudthi (8 years), Adrian Lim (14 years), Adithep Vanabriksha (12 years)  7  423.09

 Source: AIC using Morningstar

Related Posts

Tag Box

There are 0 Comment(s)

If you wish to comment without signing in, click your cursor in the top box and tick the 'Sign in as a guest' box at the bottom.

The savings accounts paying the most interest

If one of your jobs this month is to get your finances in order, moving your savings to a higher paying deal i...

Coronavirus and your finances: what help can you get?

News and updates on everything to do with coronavirus and your personal finances.

Everything you need to know about being furloughed

If you’ve been ‘furloughed’ by your company, here’s what it means…

What will happen if rates change

How your finances will be impacted by a rise in interest rates.

Regular Savings Calculator

Small regular contributions can build up nicely over time.

Online Savings Calculator

Work out how your online savings can build over time.

Having a baby and your finances: seven top tips

We’re guessing the Duchess of Cambridge won’t be fretting about maternity pay or whether she’ll still be...

Protecting family wealth: 10 tips for cutting inheritance tax

Inheritance tax - sometimes known as 'death tax' - can cause even more heartache for bereaved families. But th...

Travel insurance: Five tips to ensure a successful claim

Ahead of your summer holiday, it’s important to make sure you have the right level of travel cover or you co...

Money Tips of the Week

Read previous post:
Brits have ‘fundamental misunderstanding’ of retirement length

The average person significantly underestimates the length of their retirement, a survey has found.

Close