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The top performing UK equity funds revealed

The analysis is based on funds that are available for sale globally. The performance is measured by total returns in USD terms.

In this gallery, we look at the UK equity funds which emerged as top performers over one year to 31 August.

The analysis is based on funds that are available for sale globally. The performance is measured by total returns in USD terms.

Source: Morningstar & Citywire Investment Research

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In this gallery, we look at the UK equity funds which emerged as top performers over one year to 31 August.

The analysis is based on funds that are available for sale globally. The performance is measured by total returns in USD terms.

Source: Morningstar & Citywire Investment Research

Manager Milena Mileva took over the reins of the Baillie Gifford UK equity focus fund from manager Andrew Strathdee in May 2019.  Strathdee has been managing the fund since its inception in August 2017.

Under the helm of Mileva, the fund produced 10.2% in total returns over one year to August.

Coming in fourth with 11.5% total returns over one year to August is the Premier ethical fund. Jon Hudson and Benji Dawes have been co-managing the fund since July 2019, after taking over the reins from Chris Wright.

The fund has a sharpe ratio of 0.39 and standard deviation of 22.41. This is in comparison to the FTSE AllSh TR GBP index’s sharpe ratio of -0.15 and standard deviation of 18.07.

The MFM Bowland fund recorded a one year total return of 14.4% over to August.

The UK equity fund is most overweight in the communication services sector (13.0%) as compared to the FTSE Small Cap Ex Invest Trust TR GBP index. Meanwhile, it is most underweight in the real estate sector (-11.0%) as compared to the index.

Also led by Jon Hudson and Benji Dawes is the Premier UK growth fund, which recorded 15.9% total return over one year to August. The duo started managing the growth fund together in November 2017, after taking over from Chirs White.

White left Premier Milton in February, after 10 years at the firm. Read the full story here.

With a one year total return of 18.1%, the CPF SDL free spirit general fund ranked first in the UK equity sector as the top performing fund over one year to August.

In the hands of manager Andrew Vaughan, the $25.4m fund outperformed the sector average by 27.0%.

The fund seeks to achieve real growth in capital and income over the long term, and is likely to contain between 25 and 40 holdings when fully invested.

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