BWD Aggressive Growth has been one of the best performing and most consistent funds in the UK All Co...
BWD Aggressive Growth has been one of the best performing and most consistent funds in the UK All Companies sector over the past 12 months.
The portfolio saw only an 11.86% gap between its largest monthly gain and largest monthly loss in the year to 25 April 2003, one of the smallest differences in the sector. It was also the third best performer, with a return of -5.61% over the 12 months to the same date.
The fund with the smallest difference between largest monthly gains and falls was MFM Bowland, at 3.55% and -6.53% respectively.
The fund had eight negative months of return, in line with the sector average, but is ranked ninth for the period with a 12-month return of -13.28%.
AS Holly, a fund managed by Liontrust, was the best performing portfolio over the 12 months to 25 April, with a return of -1.2%. It also saw the joint least number of negative monthly returns, with five.
However, at 19.34%, the difference between its largest gain and largest fall was greater than the 16.64% sector average. Despite this, the fund saw the sixth largest monthly gain over the period, at 10.36%, demonstrating the positive returns were high enough to all but wipe out the falls.
With 11 negative monthly returns, the Jupiter Environmental Opportunities fund was among the worst performers over the period, with a return of -29.82%.
Its largest monthly fall was also relatively high, at -11.05%, and its largest monthly gain, 3.53%, did little to reverse the overall trend.
The worst total return performer in the entire UK All Companies sector over the past year has been the Legg Mason Investors UK Emerging Growth fund, with a return of -42.63.
The fund would have to grow by around 75% in the next 12 months to recover the capital lost over the period. With 10 negative months, it also had a difference between largest gain and loss months of 25.47%, well above the average of 16.64%.
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