UK Smaller Companies Rated Funds

Smaller companies funds focus on businesses with relatively low market capitalisations, typically those companies that are members of the FTSE Small Cap and FTSE Fledgling indices. Companies listed on the Alternative Investment Market (Aim) also feature in investment portfolios.

Generally, smaller companies can be heading in two directions - they may be newer, fast-growing companies, or they may be yesterday's fallen angels. In both cases, the risks are likely to be greater than with larger and better-established companies.

Smaller companies tend do well at times of economic expansion, when it is easier to grow revenues and funding is more readily available. They receive less coverage by stockbrokers and analysts, meaning that there is more potential mispricing for skilled investors to exploit.

However, it also means that smaller companies require greater independent research than larger companies. The rewards can be significant if a fund manager picks the right companies.

The fund managers behind our 10 Rated Funds may take a general approach, or prioritise different types of company when investing - such as technology, or high growth, or dividend-paying. For those willing to take greater risks, private equity trusts can also be an option.

UK SMALL COMPANIESBrowse other rated fund groups
Fund & Sector
Rated Funds Group
1 Month Perf.
1 Year Perf.
3 Year Perf.
5 Year Perf.
Old Mutual UK SmCos Fcus
FO Equity - UK
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UK SMALL COMPANIES-1%
-
48.7%
-
127%
-
217.7%
-
Hndrsn SmCos IT
IT UK Smaller Companies
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UK SMALL COMPANIES-0.4%
11 / 19
36.5%
5 / 17
72.1%
8 / 16
157.1%
5 / 15
BlkRck Throgmrtn TstPLC
IT UK Smaller Companies
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UK SMALL COMPANIES-3.9%
18 / 19
36%
7 / 17
83%
5 / 16
156%
6 / 15
TB Amati UK Sm Cos
UT UK Smaller Companies
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UK SMALL COMPANIES-0.5%
38 / 50
34.2%
5 / 48
91.9%
2 / 47
161.6%
4 / 45
Marlborough UK Micro Cap Gwth
UT UK Smaller Companies
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UK SMALL COMPANIES0.3%
24 / 50
33.1%
7 / 48
74.8%
10 / 47
151.5%
10 / 45
Stan Life Inv UK Sm Cos
UT UK Smaller Companies
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UK SMALL COMPANIES1%
10 / 50
28.7%
18 / 48
71.9%
16 / 47
118.3%
26 / 45
Invesco Perp UK Sm Cos plc
IT UK Smaller Companies
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UK SMALL COMPANIES0.6%
9 / 19
26%
12 / 17
85.8%
4 / 16
164%
2 / 15
Liontrust UK Sm Cos
UT UK Smaller Companies
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UK SMALL COMPANIES-0.2%
32 / 50
25.9%
30 / 48
76.2%
8 / 47
139.6%
16 / 45
Strategic Equity Capital plc
IT UK Smaller Companies
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UK SMALL COMPANIES0.5%
10 / 19
18.6%
14 / 17
22.3%
15 / 16
161.7%
3 / 15
MitonUKMicCapTst
IT UK Smaller Companies
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UK SMALL COMPANIES3.2%
3 / 19
15.9%
15 / 17
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-
-
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Rated Funds Update: Rated Funds 2017

View a full list of our Rated Funds 2017 here