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Fund League Table

Funds in the UK Smaller Companies sector - Ranked by Total Returns

3 years Fund League Table: 28/02/2007 - 28/02/2010

RankingFund name1 m3 m1 yr3 yrs5 yrs10 yrs
1/54 Close Special Situations -0.7 -2.3 166.0 33.1
2/54 AEGON UK Smaller Companies A Acc -2.4 2.6 48.4 -0.7
3/54 Liontrust Intellectual Capital 2.9 4.9 51.1 -3.3 20.0 42.9
4/54 Investec UK Smaller Companies A Acc Net -1.8 0.4 65.3 -3.3 50.9 144.9
5/54 Marlborough Special Situations 0.2 2.9 51.7 -3.7 32.1 152.4
6/54 Marlborough UK Micro Cap Growth -1.7 -1.4 47.3 -4.6 32.0
7/54 Old Mutual UK Select Smaller Companies A Acc -1.0 2.0 44.7 -8.5 60.5
8/54 Standard Life Inv UK Smaller Companies Ret Acc 0.3 2.9 45.3 -8.7 63.4 76.0
9/54 CF Noble UK Smaller Companies A Acc -0.9 4.5 66.8 -10.8 3.1 52.8
10/54 Cazenove UK Smaller Companies B Acc -2.5 -1.3 78.9 -11.5 33.0 4.7
11/54 CF Progressive UK Smaller Companies A Inc 2.0 5.1 65.5 -12.1
12/54 M&G Smaller Companies A Inc -1.7 6.4 62.9 -12.8 37.4 5.8
13/54 Invesco Perpetual UK Smaller Companies Equity Acc 0.2 3.1 44.0 -12.9 41.9 61.0
14/54 Close Beacon Investment -2.6 -5.2 135.0 -14.0 -3.5 -52.6
15/54 Baillie Gifford British Smaller Companies A Acc -0.2 3.9 44.8 -14.1 38.9 66.8
16/54 River and Mercantile UK Equity Smaller Companies A -1.4 2.1 54.7 -14.3
17/54 Prudential Small Companies Trust Inc -2.0 3.2 62.4 -14.7 34.0 47.8
18/54 Dimensional UK Small Companies Acc 0.3 4.1 55.7 -14.8 29.9
19/54 Aviva Investors UK Smaller Companies SC 1 -1.6 2.1 63.7 -15.2 16.9 12.1
20/54 Cavendish AIM Retail -2.6 1.9 54.6 -16.5
21/54 Newton UK Smaller Companies GBP Inc 0.0 4.0 29.6 -16.9
22/54 Premier Smaller Companies Retail -2.3 -1.0 40.9 -17.5 30.2 75.9
23/54 F&C Institutional UK Smaller Companies 4 Inc -1.8 1.9 57.7 -17.9 33.0
24/54 Legal & General UK Smaller Companies Trust R Inc -0.5 3.2 46.4 -18.4 22.4 21.9
25/54 BlackRock UK Smaller Companies Acc -1.5 2.9 40.5 -18.7 25.9 93.0
26/54 Lazard UK Smaller Companies Ret Inc -0.2 3.1 58.5 -19.2 25.9 76.1
27/54 Unicorn UK Smaller Companies A Inc 0.0 5.9 46.2 -19.4 4.2
28/54 Halifax Smaller Companies C -1.0 3.1 50.3 -19.5 7.1 -19.5
29/54 Threadneedle UK Smaller Companies C1 GBP 0.0 2.9 50.6 -19.7 22.6 18.5
30/54 FF & P Small Cap UK Equity -0.9 -1.4 87.9 -19.9 18.7
31/54 Aberforth UK Small Companies -1.4 1.2 48.8 -20.8 20.6 188.0
32/54 F&C UK Smaller Companies 1 Acc -1.5 1.0 54.2 -21.8 21.1 -16.5
33/54 Gartmore UK & Irish Smaller Companies Ret Acc -2.6 -0.1 65.3 -22.1 -2.1 -8.2
34/54 Schroder Institutional UK Smaller Companies Inc -2.7 -0.1 48.1 -22.3 7.8 46.9
35/54 Ignis Smaller Companies Acc -1.4 0.7 43.9 -22.5 31.9 14.1
36/54 Insight Investment UK Small Cap A Acc -3.7 3.1 47.4 -23.1 7.3 -11.6
37/54 Baring UK Smaller Companies GBP Inc -0.6 -1.2 41.9 -23.3 7.4 -13.2
38/54 Henderson UK Smaller Companies A Net Acc -0.7 3.3 58.8 -24.1 12.8 -58.0
39/54 Aberdeen UK Smaller Companies A Acc -0.3 3.4 54.9 -25.8 3.5 -11.6
40/54 SWIP UK Smaller Companies A Acc -1.7 0.1 44.3 -27.1 6.5 -17.4
41/54 Jupiter UK Smaller Companies Acc -2.0 1.3 49.7 -28.4 -6.8 -4.7
42/54 Artemis UK Smaller Companies R Acc 0.8 1.5 49.4 -28.6 -8.8 33.1
43/54 HSBC UK Smaller Companies Inc -2.2 1.4 60.4 -28.8 -9.6 -23.0
44/54 Schroder UK Smaller Companies Inc -2.5 1.9 49.9 -28.8 5.2 12.1
45/54 JPM UK Smaller Companies A Acc -2.1 1.3 59.6 -28.9 18.5 21.4
46/54 Rensburg UK Smaller Companies -1.2 -1.8 49.5 -29.3 -4.6 -15.0
47/54 AXA Framlington UK Smaller Companies Acc -1.4 0.2 55.2 -32.3 -10.9
48/54 Scottish Widows UK Smaller Companies A Acc -1.6 0.2 46.7 -32.9 1.3 0.8
49/54 CF Canlife UK Smaller Companies Acc 1.6 4.4 43.9 -33.2 -36.1 -44.2
50/54 UBS UK Smaller Companies A -2.6 -2.8 55.1 -33.5 -7.5
51/54 Invesco Perpetual UK Smaller Companies Growth Inc -1.4 -0.5 42.2 -37.1 -24.6 -30.5
52/54 Rensburg UK Micro Cap Growth 1.3 5.3 29.9 -42.0 -26.9
53/54 Discretionary Unit -2.2 -1.8 49.3 -43.8 -16.9 113.1
54/54 MFM Techinvest Special Situations -3.6 -6.5 31.1 -47.2

Citywire Tip:

While fund management companies often impose initial charges of up to 5% on investors buying units in funds it is possible to use online fund supermarkets or discount brokers to invest much more cheaply in most funds. Some fund supermarkets also offer discounts on the annual charges which funds impose. So shop around for the best deals!