Recent research by What Investment has ranked the 30 most consistent open-ended funds over the past 14 years. By splitting the period from 31 December 1998 to 31 December 2012 into ten overlapping five-year stretches, the funds that had remained in the top quartile of their IMA sector for all ten periods were identified, as well as some funds that hit the top quartile over nine of the ten five-year stretches. These top 30 funds achieved an annualized return of 9.2% on average.*
Consistent funds despite market turmoil
The list of top 30 funds includes several options that are currently available through Fair Investment’s Fund Supermarket, including Invesco Perpetual’s High Income fund and the M&G Recovery fund. Other top performing open ended funds available from fund managers featured in the Fair Investment Fund Supermarket include Investec and Jupiter.
Investing made easy
Our Fund Supermarket offers you a broad selection of investment opportunities – in fact, we offer you access to over 1,500 from over 90 providers, all in one convenient place. Our 2012-13 fund selections are carefully chosen by leading independent research agency OBSR. What’s more, our costs are low – we offer 100% discounts on initial charges, and reduced annual management charges.
If you already know what you're looking for, you can buy funds online, or request an information pack via email. If you're less sure, use our fund selections to see what other people are investing in at the moment. As always, it’s best to seek independent financial advice if you’re uncertain.
*source: FE Trustnet