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In the table below, we organise our featured funds into different categories to guide you towards funds that are suitable for your needs.
Investment Association sector definition: Funds which invest at least 80% of their assets in UK equities which have a primary objective of achieving capital growth.
| Fund Name | List Type | SRRI* | Fund Snapshot | |
|---|---|---|---|---|
| Larger-Cap, Blend | ||||
| JPM UK Dynamic | 6 | A UK equity fund that is managed according to the tenets of behavioural finance investing. The approach is highly disciplined at all stages and its objective nature means the fund is always fully invested and constantly rotating to the areas found to be most attractive. Within its sector, the fund features in our 'Larger-Cap, Blend' category. | ||
| Jupiter UK Alpha | 6 | A concentrated, high conviction UK equity fund, invested primarily in larger-cap stocks. The managers can be contrarian in their approach and manage the fund with a long-term investment time horizon. Within its sector, the fund features in our 'Larger-Cap, Blend' category. | ||
| All-Cap, Blend | ||||
| Artemis UK Select | 6 | An unconstrained and flexibly-managed UK equity fund. The managers seek under-appreciated ideas from across the market-cap spectrum, using a bottom-up approach that is applied with passion and conviction. Within its sector, the fund features in our 'All-Cap, Blend' category. | ||
| FTF Martin Currie UK Managers' Focus | 6 | A flexible, all-cap UK equity fund, managed by a close-knit team of UK equity specialists. The approach is designed to capture the team's best ideas within a single, carefully overseen vehicle. Within its sector, the fund features in our 'All-Cap, Blend' category. | ||
| Growth-Biased | ||||
| AXA Framlington UK Select Opportunities | 6 | A multi-cap UK equity fund managed according to a 'growth at the right price' approach. In seeking investment ideas, the manager combines structural growth themes with detailed company analysis. Within its sector, the fund features in our 'Growth-Biased' category. | ||
| WS Lindsell Train UK Equity | 6 | A concentrated UK equity fund that is biased towards the manager's favoured sectors. He takes a very long-term view of value creation and hence, name turnover is extremely low. Within its sector, the fund features in our 'Growth-Biased' category. | ||
| Value-Biased | ||||
| Jupiter UK Dynamic Equity | 6 | A value-biased UK equity fund. The team seeks opportunities in companies that are restructuring, recovering or have hidden growth with a view to profiting from investor scepticism. The fund currently sits in our ‘Value-Biased’ category. | ||
| Man Undervalued Assets | 6 | Offers investors a portfolio of UK equities, managed using a distinctive investment methodology. The fund is a multi-cap strategy with a contrarian value approach, seeking material undervaluation of assets or returns on capital. Within its sector, the fund features in our 'Value-Biased' category. | ||
| Ninety One UK Special Situations | 7 | A contrarian UK equity fund that is managed according to a value strategy. Philosophically, the manager looks to understand why conventional wisdom may be wrong, in doing so seeking to invest in companies that are priced at a significant discount to their true worth. Within its sector, the fund features in our 'Value-Biased' category. | ||
| Schroder Recovery | 6 | A UK equity fund that is managed according to a disciplined value approach. The team looks for companies that have suffered a significant operational and/or share price setback but have the potential to recover over the long term. Within its sector, the fund features in our 'Value-Biased' category. | ||
| Income and Growth | ||||
| WS Montanaro UK Income | 6 | A UK equity fund which is managed according to a growth-orientated, small and mid-cap focused approach. It is flexibly managed across a diversified portfolio of both 'growth' and 'yield' stocks. Within its sector, the fund features in our 'Income and Growth' category. | ||
| Dedicated Mid-Cap | ||||
| AXA Framlington UK Mid Cap | 6 | A UK equity fund that invests in mid-cap stocks. The approach combines structural growth themes with detailed company analysis. Within its sector, the fund features in our 'Dedicated Mid-Cap' category. | ||
| FTF Martin Currie UK Mid Cap | 6 | A UK equity fund that invests in mid-cap stocks. The approach is primarily bottom-up in nature, managed with a focus upon high quality companies with strong balance sheets. Within its sector, the fund features in our 'Dedicated Mid Cap' category. | ||
| Schroder UK Mid 250 | 6 | A UK equity fund that invests in mid caps. The team employs a long-term approach, preferring companies with strong balance sheets and the ability to grow over time. Within its sector, the fund features in our 'Dedicated Mid-Cap' category. | ||
| * A fund's KIID Synthetic Risk and Reward Indicator (SRRI) is a regulatory measurement that is, where possible, calculated from the volatility of a fund’s weekly performance over a five-year period. This is calculated by and sourced from third party Asset Managers, who submit this information to data providers. The methodology is set by the Committee of European Securities Regulators (CESR). In producing this report, we have used the SRRI scores of the oldest/primary share classes, as determined by Morningstar Direct (our data supplier), but we do not vouch for their accuracy. It is important to note that different share classes may have differing SRRI scores and that SRRI scores can change at any time. | ||||
At The Adviser Centre, our primary aim is to support financial professionals in their fund selection and suitability work through independently-minded research, borne of decades of industry experience. Our process is framed by the fundamental concepts of “quality”, “value” and “utility”, through which we answer the key questions of why to invest in a fund, how it is likely to behave and how it can be deployed.
The Adviser Centre team members are some of the most experienced in the fund research industry. We can always look forward to robust and constructive discussions and we have great respect for their views and perspectives, which, given the breadth of their fund and market knowledge, come from an extremely well-informed position.
We have known and worked with the team for several years and we value their experience and the insights they provide to our own investment process. The service differentiates itself by its more focused nature and the information on their factsheets is useful in emphasising a fund’s key mandate, exposure and style biases, helping to explain the risk/return journey that our customers can expect.
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