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 GROWTH3.9%
2 / 65
35.5%
2 / 61
81.6%
2 / 52
185.4%
2 / 44
Old Mutual UK Mid Cap
UT UK All Companies
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UK GROWTH2.3%
14 / 282
34.2%
3 / 275
83.3%
2 / 257
176.2%
1 / 244
Fidelity Special Values PLC
IT UK All Companies
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UK GROWTH-0.5%
13 / 15
27%
2 / 15
46.3%
4 / 14
150%
3 / 13
Marlborough UK Multi-Cap Gth
UT UK All Companies
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UK GROWTH3.9%
1 / 282
24.1%
16 / 275
63.2%
5 / 257
120.8%
10 / 244
CF Miton UK Val Opps
UT UK All Companies
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UK GROWTH-0.3%
92 / 282
23.5%
18 / 275
50.3%
8 / 257
-
-
CFP SDLUKBftolgy
UT UK All Companies
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UK GROWTH3.2%
4 / 282
23.2%
19 / 275
65.5%
4 / 257
145.3%
3 / 244
Mrtl IT PLC
IT UK All Companies
View Factsheet
UK GROWTH0.8%
8 / 15
21.8%
5 / 15
46.8%
3 / 14
123.7%
5 / 13
Slater Growth
UT UK All Companies
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UK GROWTH-0.1%
74 / 282
20.9%
26 / 275
45.7%
12 / 257
118.3%
12 / 244
AXA Framlington UK Mid Cap
UT UK All Companies
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UK GROWTH-
69 / 282
15.6%
63 / 275
40.2%
27 / 257
117.6%
13 / 244
CF Lindsell Train UK Equity
UT UK All Companies
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UK GROWTH1.8%
24 / 282
14.6%
73 / 275
52.1%
6 / 257
121%
9 / 244
Franklin UK Mgrs Focus
UT UK All Companies
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UK GROWTH-0.6%
129 / 282
13.7%
90 / 275
39.3%
31 / 257
117.3%
14 / 244
Invesco Perp Sel UK Eq plc
IT UK All Companies
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UK GROWTH-0.3%
12 / 15
11.5%
11 / 15
36.1%
6 / 14
119.4%
7 / 13
Royal London Sus Ldrs Trst
UT UK All Companies
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UK GROWTH-1.3%
217 / 282
10.4%
192 / 275
37.4%
36 / 257
94.9%
42 / 244
L&G UK Special Sits Trst
UT UK All Companies
View Factsheet
UK GROWTH-0.6%
127 / 282
10.2%
196 / 275
44.4%
17 / 257
102.6%
24 / 244
Liontrust UK Growth
UT UK All Companies
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UK GROWTH-1.9%
260 / 282
8.6%
227 / 275
37.5%
35 / 257
70.9%
98 / 244
Ardevora UK Equity
FO Equity - UK
View Factsheet
UK GROWTH2.5%
3 / 65
4.1%
54 / 61
35.8%
7 / 52
105.2%
3 / 44
JOHCM UK Opportunities
UT UK All Companies
View Factsheet
UK GROWTH-0.4%
95 / 282
4%
271 / 275
25.8%
106 / 257
59.8%
150 / 244
Newton UK Opportnts
UT UK All Companies
View Factsheet
UK GROWTH-0%
70 / 282
2.9%
272 / 275
35.4%
43 / 257
79%
72 / 244
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Rated Funds Update: Rated Funds 2017

View a full list of our Rated Funds 2017 here