Holy Grail found: The UK funds reliably rewarding long-term investors

Outperforming their peers year-in year-out

Laura Miller
clock • 2 min read

Fly-by-night successes come and go but here are the funds that top the list for consistently rewarding long term investors, according to recent research from FE Trustnet.

"Invest for the long-term", is often cited by advisers as the most regular and valuable advice they give. Finding funds that can outperform their peers year-in year-out is the Holy Grail for long-term investors. Outperformance in some years can mean lags in others. But FE Trustnet research has uncovered the investments that have managed to return consistently over a longer timeframe. The results put the Franklin UK Midcap fund at the top of the leader board, headed up by manager Paul Spencer. The fund has made a 516% total return since its launch in July 1999. Its FTSE 250 bench...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Investment

Mabel Insights adds DFM partner

Mabel Insights adds DFM partner

Additional Waverton data to be available on comparison site

Jen Frost
clock 12 November 2024 • 2 min read
Partner Insight: Navigating the great wealth transfer

Partner Insight: Navigating the great wealth transfer

The great wealth transfer represents opportunity and risk in equal measure for financial advisers.

Warwick Bloore Senior Specialist, Adviser Research Centre, Vanguard, Europe
clock 12 November 2024 • 6 min read
Neil Woodford makes YouTube and Instagram appearance with investment channel

Neil Woodford makes YouTube and Instagram appearance with investment channel

Woodford Views is being pushed out across social media

Eve Maddock-Jones
clock 11 November 2024 • 2 min read