UK Growth Rated Funds

Most funds that pursue a UK growth investment strategy tend to prioritise companies that are delivering high and accelerating revenue growth. This may mean that, on conventional metrics, the companies can look quite expensive relative to the rest of the market.

But fund managers reason that this is worth it for the stronger growth they produce. Companies of this type may be newer, smaller and their share prices will tend to perform better in a rising market, but may fall more than the market when sentiment is weak.

The danger with a growth strategy is that a company does not achieve its targets and is left looking expensive relative to the market. To avoid this trap, growth investors tend to look for 'growth at a reasonable price', which incorporates valuation discipline into their stock selection.

Growth managers may prioritise different types of company when investing. For example, some may seek out emerging industries such as technology or alternative energy. Others may look for high-quality companies that can grow their earnings in all types of market environment. Some may look for 'special situations', which can grow significantly from their current position.

Our 18 Rated Funds in the UK growth asset group are divided between core and adventurous choices. The five core funds tend to invest in high-quality companies with defensive characteristics. Most of the adventurous selections favour small and medium-sized companies and also have a good track record of capitalising on mispriced investment opportunities.

UK GROWTHBrowse other rated fund groups
Fund & Sector
Rated Funds Group
1 Month Perf.
1 Year Perf.
3 Year Perf.
5 Year Perf.
Old Mutual UK Dynmc Eq
FO Equity - UK
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UK GROWTH2.2%
8 / 64
26.4%
2 / 61
48.2%
2 / 52
153.2%
2 / 44
Old Mutual UK Mid Cap
UT UK All Companies
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UK GROWTH2.6%
14 / 283
24%
19 / 275
49.7%
3 / 261
150.4%
2 / 246
Liontrust UK Growth
UT UK All Companies
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UK GROWTH1.2%
84 / 283
22.5%
35 / 275
38.8%
10 / 261
74.7%
78 / 246
Fidelity Special Values PLC
IT UK All Companies
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UK GROWTH-4.7%
17 / 17
20.9%
7 / 17
26.3%
6 / 15
130.7%
4 / 15
CFP SDLUKBftolgy
UT UK All Companies
View Factsheet
UK GROWTH0.6%
183 / 283
20.7%
87 / 275
50.3%
2 / 261
143.9%
3 / 246
Ardevora UK Equity
FO Equity - UK
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UK GROWTH-1.3%
62 / 64
19.9%
17 / 61
25.1%
11 / 52
103.5%
3 / 44
L&G UK Special Sits Trst
UT UK All Companies
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UK GROWTH2.2%
25 / 283
19.8%
110 / 275
29.9%
34 / 261
94.1%
23 / 246
Marlborough UK Multi-Cap Gth
UT UK All Companies
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UK GROWTH-0.5%
262 / 283
18.9%
128 / 275
29.2%
43 / 261
93%
27 / 246
Royal London Sus Ldrs Trst
UT UK All Companies
View Factsheet
UK GROWTH0.6%
177 / 283
17.7%
149 / 275
33.5%
20 / 261
93.4%
26 / 246
CF Lindsell Train UK Equity
UT UK All Companies
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UK GROWTH1.5%
62 / 283
15.9%
178 / 275
42.2%
6 / 261
114.9%
9 / 246
Franklin UK Mgrs Focus
UT UK All Companies
View Factsheet
UK GROWTH1.4%
65 / 283
14.9%
197 / 275
30.7%
31 / 261
97.4%
17 / 246
MFM Slater Growth
UT UK All Companies
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UK GROWTH5.2%
2 / 283
13.7%
215 / 275
33.7%
19 / 261
98.8%
16 / 246
Invesco Perp Sel UK Eq plc
IT UK All Companies
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UK GROWTH0.1%
12 / 17
13.1%
10 / 17
32%
3 / 15
121.1%
5 / 15
JOHCM UK Opportunities
UT UK All Companies
View Factsheet
UK GROWTH1.4%
66 / 283
12.1%
235 / 275
28.4%
49 / 261
64%
125 / 246
Mrtl IT PLC
IT UK All Companies
View Factsheet
UK GROWTH-0.3%
13 / 17
11.8%
11 / 17
22.4%
8 / 15
98.6%
6 / 15
AXA Framlington UK Mid Cap
UT UK All Companies
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UK GROWTH0.9%
123 / 283
11.6%
244 / 275
27.1%
61 / 261
117.7%
6 / 246
Newton UK Opportnts
UT UK All Companies
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UK GROWTH1.8%
42 / 283
11.1%
246 / 275
34.2%
17 / 261
82.5%
48 / 246
CF Miton UK Val Opps
UT UK All Companies
View Factsheet
UK GROWTH0.3%
218 / 283
9.2%
264 / 275
38.3%
12 / 261
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Rated Funds Update: Rated Funds 2017

View a full list of our Rated Funds 2017 here