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 GROWTH6.3%
2 / 62
33.7%
2 / 59
63.4%
2 / 49
162.7%
2 / 42
Old Mutual UK Mid Cap
UT UK All Companies
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UK GROWTH6.9%
4 / 279
32.9%
4 / 271
68.2%
2 / 257
163.5%
2 / 242
Fidelity Special Values PLC
IT UK All Companies
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UK GROWTH7.3%
3 / 16
24.5%
4 / 16
39.2%
5 / 14
151.5%
3 / 14
Marlborough UK Multi-Cap Gth
UT UK All Companies
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UK GROWTH4.9%
21 / 279
24%
32 / 271
43.9%
9 / 257
103.6%
19 / 242
Liontrust UK Growth
UT UK All Companies
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UK GROWTH1.5%
141 / 279
23.1%
34 / 271
39.4%
19 / 257
75.9%
83 / 242
CFP SDLUKBftolgy
UT UK All Companies
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UK GROWTH3.7%
45 / 279
22%
47 / 271
56%
4 / 257
141.6%
3 / 242
Ardevora UK Equity
FO Equity - UK
View Factsheet
UK GROWTH1%
43 / 62
21.2%
10 / 59
32.2%
9 / 49
97.2%
5 / 42
CF Lindsell Train UK Equity
UT UK All Companies
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UK GROWTH1.8%
119 / 279
19.6%
119 / 271
46.3%
7 / 257
119.8%
9 / 242
Royal London Sus Ldrs Trst
UT UK All Companies
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UK GROWTH1.2%
166 / 279
19.5%
124 / 271
38.1%
24 / 257
95.7%
34 / 242
L&G UK Special Sits Trst
UT UK All Companies
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UK GROWTH2%
107 / 279
19.3%
129 / 271
38.4%
22 / 257
94.4%
36 / 242
CF Miton UK Val Opps
UT UK All Companies
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UK GROWTH6.6%
7 / 279
19.2%
133 / 271
49.6%
5 / 257
-
-
MFM Slater Growth
UT UK All Companies
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UK GROWTH3.7%
46 / 279
19%
138 / 271
42.6%
12 / 257
105.1%
17 / 242
Franklin UK Mgrs Focus
UT UK All Companies
View Factsheet
UK GROWTH2.7%
74 / 279
18.8%
142 / 271
36.1%
29 / 257
104.6%
18 / 242
Invesco Perp Sel UK Eq plc
IT UK All Companies
View Factsheet
UK GROWTH4.8%
8 / 16
18.3%
8 / 16
40.1%
3 / 14
143.6%
4 / 14
AXA Framlington UK Mid Cap
UT UK All Companies
View Factsheet
UK GROWTH3.4%
55 / 279
17.2%
184 / 271
36.5%
27 / 257
121.8%
8 / 242
Mrtl IT PLC
IT UK All Companies
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UK GROWTH6.6%
5 / 16
17.1%
10 / 16
34.4%
6 / 14
116.7%
6 / 14
Newton UK Opportnts
UT UK All Companies
View Factsheet
UK GROWTH0.4%
235 / 279
14.3%
235 / 271
33.6%
40 / 257
85.3%
58 / 242
JOHCM UK Opportunities
UT UK All Companies
View Factsheet
UK GROWTH-0.5%
273 / 279
11.2%
258 / 271
26.9%
86 / 257
65.7%
126 / 242
Data provided by

Rated Funds Update: Rated Funds 2017

View a full list of our Rated Funds 2017 here