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.
Mrtl IT PLC
IT UK All Companies
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UK GROWTH2.2%
9 / 15
30.3%
3 / 15
60.4%
4 / 14
115.6%
3 / 13
Old Mutual UK Dynmc Eq
FO Equity - UK
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UK GROWTH1.5%
41 / 79
29.7%
2 / 74
81.7%
2 / 64
160.8%
2 / 48
Marlborough UK Multi-Cap Gth
UT UK All Companies
View Factsheet
UK GROWTH3.7%
12 / 278
28.9%
9 / 275
66.8%
8 / 256
114.9%
8 / 243
Old Mutual UK Mid Cap
UT UK All Companies
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UK GROWTH1.5%
179 / 278
28.4%
11 / 275
74.9%
5 / 256
150.6%
2 / 243
Slater Growth
UT UK All Companies
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UK GROWTH4.4%
5 / 278
28.4%
12 / 275
53%
14 / 256
112.7%
9 / 243
LF Miton UK Val Opps
UT UK All Companies
View Factsheet
UK GROWTH1.4%
190 / 278
22.6%
22 / 275
52.2%
16 / 256
-
-
CFP SDLUKBftolgy
UT UK All Companies
View Factsheet
UK GROWTH0.1%
264 / 278
22%
25 / 275
75.4%
4 / 256
137.8%
3 / 243
Fidelity Special Values PLC
IT UK All Companies
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UK GROWTH5.1%
4 / 15
19.9%
6 / 15
66.6%
2 / 14
129.5%
2 / 13
LF Lindsell Train UK Equity
UT UK All Companies
View Factsheet
UK GROWTH-0.8%
276 / 278
17.8%
50 / 275
42.3%
39 / 256
103.9%
15 / 243
AXA Framlington UK Mid Cap
UT UK All Companies
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UK GROWTH-
268 / 278
17.6%
51 / 275
45%
31 / 256
106.2%
12 / 243
L&G UK Special Sits Trst
UT UK All Companies
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UK GROWTH0.6%
248 / 278
16%
65 / 275
48.3%
21 / 256
96%
18 / 243
Royal London Sus Ldrs Trst
UT UK All Companies
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UK GROWTH1.2%
204 / 278
15.7%
68 / 275
35%
76 / 256
91.3%
27 / 243
Franklin UK Mgrs Focus
UT UK All Companies
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UK GROWTH0.1%
267 / 278
15.1%
75 / 275
37.3%
59 / 256
104%
14 / 243
Liontrust UK Growth
UT UK All Companies
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UK GROWTH1.3%
196 / 278
13.6%
107 / 275
44%
33 / 256
75.2%
65 / 243
Newton UK Opportnts
UT UK All Companies
View Factsheet
UK GROWTH1.3%
194 / 278
13.3%
112 / 275
33.9%
83 / 256
76.5%
63 / 243
Invesco Perp Sel UK Eq plc
IT UK All Companies
View Factsheet
UK GROWTH2.9%
7 / 15
11.8%
10 / 15
34.4%
9 / 14
98.6%
6 / 13
Ardevora UK Equity
FO Equity - UK
View Factsheet
UK GROWTH2.8%
10 / 79
11.6%
37 / 74
47.3%
8 / 64
92.4%
5 / 48
JOHCM UK Opportunities
UT Specialist
View Factsheet
UK GROWTH0.4%
90 / 111
4.4%
79 / 105
22.6%
62 / 101
54.4%
29 / 88
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Rated Funds Update: Rated Funds 2017

View a full list of our Rated Funds 2017 here