Boutique funds 'outperforming' big guns

clock

Little known boutique funds are outperforming the big name fund houses research suggests.

According to investment data analyst Moneyspider.com funds in the global growth sector currently offer the best chance of returns. The firm says it is the boutique funds in the sector which are proving to be the most lucrative. Moneyspider managing director Bill Ross points out the Global Growth IMA sector has been dominated by the Neptune Global Equity fund for the past five years. He highlights a £5,000 investment in the fund would have made a profit of £8,071; a gain of more than 160% over the period. Ross also points out another top performing boutique fund, Rathbone Global Oppo...

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

AJ Bell posts record rise in platform flows as AUA hits £108.7bn

AJ Bell posts record rise in platform flows as AUA hits £108.7bn

Net flows up 42%

Cristian Angeloni
clock 23 April 2026 • 2 min read
Why advisers should adopt Gaudi's 'my client is not in a hurry' approach

Why advisers should adopt Gaudi's 'my client is not in a hurry' approach

Dan Brocklebank makes keynote speech at PA360

Isabel Baxter
clock 23 April 2026 • 2 min read
Four Asian investment lessons in the face of turmoil

Four Asian investment lessons in the face of turmoil

South Korea, Vietnam and Indonesia have suffered some of the biggest falls since the start of the war

Gabriel Sacks
clock 23 April 2026 • 4 min read