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 GROWTH2.8%
56 / 72
32.2%
2 / 68
94.7%
2 / 59
170%
2 / 47
Old Mutual UK Mid Cap
UT UK All Companies
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UK GROWTH1.4%
275 / 279
29.1%
11 / 272
92.2%
3 / 255
161.7%
2 / 242
Mrtl IT PLC
IT UK All Companies
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UK GROWTH4.6%
4 / 15
28.1%
5 / 15
64.4%
3 / 14
123.5%
5 / 13
Slater Growth
UT UK All Companies
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UK GROWTH5.3%
18 / 279
27.9%
14 / 272
57.5%
27 / 255
119.4%
11 / 242
CF Miton UK Val Opps
UT UK All Companies
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UK GROWTH4.3%
74 / 279
26.7%
16 / 272
63.2%
11 / 255
-
-
Fidelity Special Values PLC
IT UK All Companies
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UK GROWTH3.9%
10 / 15
26.4%
6 / 15
59.6%
4 / 14
144.1%
2 / 13
CFP SDLUKBftolgy
UT UK All Companies
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UK GROWTH5.7%
11 / 279
25.8%
19 / 272
88.2%
4 / 255
145.3%
3 / 242
Marlborough UK Multi-Cap Gth
UT UK All Companies
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UK GROWTH2.5%
262 / 279
25.6%
20 / 272
82.6%
5 / 255
121%
8 / 242
CF Lindsell Train UK Equity
UT UK All Companies
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UK GROWTH4.5%
60 / 279
18%
57 / 272
65.5%
9 / 255
119.2%
12 / 242
AXA Framlington UK Mid Cap
UT UK All Companies
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UK GROWTH4.9%
31 / 279
17.6%
61 / 272
60.1%
18 / 255
119.9%
10 / 242
Franklin UK Mgrs Focus
UT UK All Companies
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UK GROWTH4%
158 / 279
16.1%
74 / 272
52.9%
41 / 255
114.9%
14 / 242
Invesco Perp Sel UK Eq plc
IT UK All Companies
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UK GROWTH4.2%
8 / 15
15.5%
9 / 15
44.4%
6 / 14
104.2%
7 / 13
L&G UK Special Sits Trst
UT UK All Companies
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UK GROWTH5.8%
9 / 279
13.7%
112 / 272
62.7%
12 / 255
105.4%
19 / 242
Royal London Sus Ldrs Trst
UT UK All Companies
View Factsheet
UK GROWTH4.2%
90 / 279
12.9%
131 / 272
51.2%
50 / 255
98.8%
28 / 242
Liontrust UK Growth
UT UK All Companies
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UK GROWTH4.4%
63 / 279
11.5%
195 / 272
55.8%
34 / 255
77.9%
77 / 242
Newton UK Opportnts
UT UK All Companies
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UK GROWTH3.7%
193 / 279
6.4%
264 / 272
46.6%
74 / 255
80.3%
73 / 242
Ardevora UK Equity
FO Equity - UK
View Factsheet
UK GROWTH3.7%
28 / 72
4.9%
63 / 68
47.8%
11 / 59
104.6%
5 / 47
JOHCM UK Opportunities
UT Specialist
View Factsheet
UK GROWTH1.3%
65 / 113
3.4%
87 / 109
34.8%
54 / 104
59.7%
29 / 89
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Rated Funds Update: Rated Funds 2017

View a full list of our Rated Funds 2017 here