UK All Companies funds avoid same fate as FTSE

Fund managers in the UK All Companies sector delivered returns as high as 24.62% in the past year, while the worst fell by 14.65%.

Three-quarters of funds within the IA UK All Companies sector outperformed the All Share and 90% outperformed the FTSE 100.

Over the same period, the FTSE 100 and All Share were down by 3.8% and 1.47%, respectively.

The returns are on a year-to-date basis at December 10.

Richard Philbin, chief investment officer of Wellian Investment Solutions which researched the UK All Companies sector, says: “Even though the FTSE 100 and FTSE All Share are in negative territory for the year, relatively few funds within the UK All Companies sector are suffering the same fate.”

The FTSE 100 has been badly hit by the oil price slide over the past few months, Philbin says.

“‘Having a solid understanding of exactly what you are investing in will always pay dividends; especially in a market that is likely to be particularly unforgiving over the next twelve months.”

©2015 funds europe

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