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Fund managers' favourite UK smaller companies

Find out which UK smaller companies top fund managers love
Fund managers' favourite UK smaller companies

Research suggests fund managers' biggest bets outperform. That’s even true for managers of poorly performing funds, although at the Investors Chronicle, we’re only interested in the best of the best. 

Every week, we publish a list of the “best ideas” of top fund managers from one of seven sectors. This week it is the turn of UK small cap stocks.

Our fund managers’ best ideas table constitutes the top five holdings of a selection of top performing funds. The data is based on the funds’ most recent portfolio disclosures to Morningstar. 

 

Top Fund Managers' Favourite Small Caps

FUND BEST IDEAS: UK SMALL CAP
24/12/2021No. Funds
Future PLC7 (-2)
RWS Holdings PLC5
Watches of Switzerland Group PLC5
Alpha FX Group PLC4
Next Fifteen Communications Group PLC4 (+1)
Treatt PLC4 (+1)
Alpha Financial Markets Consulting PLC Ordinary Shares3 (+1)
Gamma Communications PLC3
Impax Asset Management Group PLC3 (+1)
YouGov PLC3 (+2)
Clinigen Group PLC2
Dechra Pharmaceuticals PLC2
Hill & Smith Holdings PLC2
JTC PLC Ordinary Shares2 (+1)
Kape Technologies PLC2 (NEW)
Liontrust Asset Management PLC2 (-1)
OSB Group PLC2
Prudential PLC2
Serica Energy PLC2 (+1)
Tesco PLC2 (+1)
accesso Technology Group PLC1 (-1)
Advanced Medical Solutions Group PLC1 (NEW)
Alliance Pharma PLC1
Alphabet Inc Class A1
Aptitude Software Group PLC1
Atalaya Mining PLC1 (NEW)
Beximco Pharmaceuticals Ltd GDR1
Biffa PLC1 (-1)
Big Technologies PLC Ordinary Shares1
Breedon Group PLC1
Brickability Group PLC Ordinary Shares1
Brooks Macdonald Group PLC1
CareTech Holdings PLC1
Cerillion PLC1
Charles Stanley Group PLC1
Churchill China PLC1
Croda International PLC1
CVS Group PLC1 (-2)
Darktrace PLC1 (NEW)
Diploma PLC1 (NEW)
Diversified Energy Co PLC1
Eagle Eye Solutions Group PLC1 (NEW)
Eckoh PLC1 (NEW)
Electrocomponents PLC1
Elixirr International PLC Ordinary Shares1 (NEW)
Ergomed PLC1
Ergomed PLC1
Focusrite PLC1
Games Workshop Group PLC1
Gear4music (Holdings) PLC1 (-1)
Gresham Technologies PLC1 (NEW)
Hilton Food Group PLC1
Inchcape PLC1
Inspecs Group PLC Ordinary Shares1 (NEW)
IntegraFin Holdings PLC1
IOG PLC1
IQGeo Group PLC1
John Laing Group PLC1
Jubilee Metals Group PLC1
K3 Capital Group PLC1
Kainos Group PLC1
Kinovo PLC1
Kistos PLC Ordinary Shares1
Marlowe PLC1 (NEW)
Mattioli Woods PLC1
Meggitt PLCCFD1 (NEW)
MITIE Group PLC1
Oxford Instruments PLC1 (NEW)
Oxford Metrics PLC1 (NEW)
Renew Holdings PLC1
River and Mercantile Group PLC1 (NEW)
Robert Walters PLC1 (NEW)
Serco Group PLC1
Shield Therapeutics PLC1
SigmaRoc PLC1
Sirius Real Estate Ltd1 (NEW)
Smart Metering Systems PLC1
Sosandar PLC1 (NEW)
Strix Group PLC1 (NEW)
Sureserve Group PLC1 (NEW)
Tatton Asset Management PLC1
Tesco PLC1
Totally PLC1
Vistry Group PLC1
Volex PLC1
Volution Group PLC1
Watkin Jones PLC1 (NEW)
XP Power Ltd1
XPS Pensions Group PLC1

source: Morningstar


*based on top five holdings

Learn from the best

 

Understanding the investment process of some of the world's top fund managers can help private investors when they're picking stocks and when they're choosing which funds to invest in. In the links below you can listen to our discussions with some of the UK's best and head to our podcast page to listen to all our fund manager interviews.

 

Nick Train: “We hate selling”

Nick Train hates selling companies so much that he can’t quite remember which stock he sold last. “Selling is an admission you’ve made a mistake,” he says in this interview with Leonora Walters. 

 

Walter Price: "The Chinese are a force to be reckoned with in technology"

Walter Price, portfolio manager of hugely successful Allianz Technology Trust, is concerned about the valuations of US tech companies. In this podcast, he tells us his views on growth, regulation, and China.

 

Roddy Snell: “I’ve rarely been so bullish on Asia”

Tension between the US and China isn’t something that worries Roddy Snell, co-manager at Baillie Gifford’s China Fund, Emerging Markets Leading Companies Fund and Pacific Fund.