10 Best Mutual Funds To Invest In Uk For 2023 Baillie gifford global discovery, a small mid cap fund, returned 14%, but was the only december winner that still had a negative 2023 overall. artemis us smaller companies returned 13% both in. Names in the top 10 holdings at 31 october included unilever, diageo, and experian. one downside to this fund is that it only invests in uk stocks. so, it’s not fully diversified geographically.
10 Best Mutual Funds To Invest In Uk For 2023 Blackrock smaller companies trust. buy fund. on aj bell's website. fund size. £756 million. fund type. investment trust. target index. numis smaller companies plus aim (ex investment companies). The fund offers an average 10 year total return of 13.28%. since early 2020, its leading 10 holdings have grown in concentration from 40% to 49% as of early 2023. the fund also received a gold rating from morningstar, excelling in every criterion. its major holdings include; apple inc. Methodology. to identify the 10 best mutual funds, we screened the roughly 10,000 funds available for those in the top 33.2% of returns over a mix of three, five and 10 years. we also screened for. A 35% gain so far in 2023 must be a welcome figure for investors. the best performer so far this year is liontrust global technology with 39.86%, while the biggest fund in the top 10 is the £4.
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