FundCalibre reveals top equity fund group outperformers over five years

Unicorn tops the list

Daniel Flynn
clock • 2 min read

Unicorn Asset Management has topped FundCalibre's Fund Management Equity index for the second consecutive year, with its average fund outperforming peers by 35.5% over five years to 31 December 2015.

The small-cap specialist was one of five groups which saw their whole qualifying fund range outperform peers over five years in this year's index, alongside Stewart Investors, T. Rowe Price, Rathbone Unit Trust Management, and SVM Asset Management. Average performance for Unicorn's funds was around 50% higher than the index's bottom group, NFU Mutual. The company recorded an average underperformance of 14.1%, to sit in 65th position on the table. Stewart Investors remained the group with the second highest average fund performance, with all its seven qualifying funds outperforming by ...

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 Equities

Global equities, Château Screwtop and a nose for opportunity

Global equities, Château Screwtop and a nose for opportunity

'The bottom line is that bias is commonplace and counterproductive'

Professional Adviser
clock 06 May 2026 • 4 min read
Alexandra Jackson: UK equities - going beyond the narrative

Alexandra Jackson: UK equities - going beyond the narrative

Economic recovery takes hold

Alexandra Jackson
clock 04 March 2026 • 3 min read
Love is… picking the right stock

Love is… picking the right stock

'We genuinely love each and every one of these companies when we take an initial position'

Gabriel Sacks
clock 13 February 2026 • 4 min read