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.
Marlborough UK Multi-Cap Gth
UT UK All Companies
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UK GROWTH-2.4%
9 / 278
21.1%
7 / 275
57.8%
8 / 258
99%
10 / 243
Old Mutual UK Mid Cap
UT UK All Companies
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UK GROWTH-2.2%
6 / 278
19.6%
10 / 275
64.6%
6 / 258
131.4%
2 / 243
Mrtl IT PLC
IT UK All Companies
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UK GROWTH-4.8%
7 / 15
19.5%
3 / 15
47.3%
4 / 14
98.3%
4 / 13
Old Mutual UK Dynmc Eq
FO Equity - UK
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UK GROWTH-3.1%
6 / 80
19.4%
2 / 76
71.4%
2 / 65
142%
2 / 49
Slater Growth
UT UK All Companies
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UK GROWTH-3.5%
17 / 278
18.4%
11 / 275
42.8%
15 / 258
112.3%
5 / 243
CFP SDLUKBftolgy
UT UK All Companies
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UK GROWTH-4.8%
55 / 278
16.1%
15 / 275
66.2%
4 / 258
123%
3 / 243
LF Miton UK Val Opps
UT UK All Companies
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UK GROWTH-5%
70 / 278
11.6%
33 / 275
43.5%
13 / 258
-
-
LF Lindsell Train UK Equity
UT UK All Companies
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UK GROWTH-3.6%
19 / 278
11.5%
34 / 275
35.6%
28 / 258
85.7%
16 / 243
Fidelity Special Values PLC
IT UK All Companies
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UK GROWTH-6.5%
11 / 15
10%
8 / 15
52.6%
3 / 14
108.2%
3 / 13
AXA Framlington UK Mid Cap
UT UK All Companies
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UK GROWTH-5.1%
73 / 278
8.8%
51 / 275
34.4%
33 / 258
88.6%
12 / 243
L&G UK Special Sits Trst
UT UK All Companies
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UK GROWTH-5.3%
105 / 278
8.6%
55 / 275
37.7%
22 / 258
76.1%
21 / 243
Royal London Sus Ldrs Trst
UT UK All Companies
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UK GROWTH-4.1%
27 / 278
8.6%
56 / 275
26.3%
72 / 258
75.9%
24 / 243
Franklin UK Mgrs Focus
UT UK All Companies
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UK GROWTH-4.9%
61 / 278
7.7%
68 / 275
27.5%
66 / 258
87.9%
14 / 243
Ardevora UK Equity
FO Equity - UK
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UK GROWTH-1.6%
3 / 80
7.2%
20 / 76
38%
8 / 65
76.2%
4 / 49
Liontrust UK Growth
UT UK All Companies
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UK GROWTH-5.6%
141 / 278
5.3%
119 / 275
33.6%
37 / 258
62.4%
61 / 243
Newton UK Opportnts
UT UK All Companies
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UK GROWTH-5.9%
194 / 278
4.6%
146 / 275
23.5%
89 / 258
61.4%
65 / 243
Invesco Perp Sel UK Eq plc
IT UK All Companies
View Factsheet
UK GROWTH-7.6%
15 / 15
2.5%
11 / 15
22.2%
9 / 14
79.1%
6 / 13
JOHCM UK Opportunities
UT Specialist
View Factsheet
UK GROWTH-5.7%
83 / 111
-1.4%
83 / 105
14.2%
73 / 101
43.9%
29 / 88
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Rated Funds Update: Rated Funds 2017

View a full list of our Rated Funds 2017 here