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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. 

Register here to download our exclusive table of fund manager favourites

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 tables constitute the top five holdings of a selection of top performing funds, or the three most overweight positions. The data is based on the funds’ most recent portfolio disclosures to Morningstar. 

 

Read Phil Oakley's analysis top fund manager pick Future and the risks involved with its acquisition strategy..

Directors have been selling at fund manager favourite Impax Asset Management

Top Fund Managers' Favourite Small Caps

FUND BEST IDEAS: UK SMALL CAP
20/01/2021No. Funds
Future PLC8
EKF Diagnostics Holdings PLC4
SDL PLC4
Codemasters Group Holdings PLC3 (+1)
CVS Group PLC3 (+1)
Games Workshop Group PLC3 (-1)
Gamma Communications PLC3
IMImobile PLC3
Impax Asset Management Group PLC3 (-1)
Liontrust Asset Management PLC3 (-1)
YouGov PLC3
Alliance Pharma PLC2
Avon Rubber PLC2 (-1)
Clinigen Group PLC2
Diploma PLC2
Frontier Developments PLC2
IntegraFin Holdings PLC2
Knights Group Holdings PLC2 (+1)
MaxCyte Inc2
Onesavings Bank PLC2 (-1)
S4 Capital PLC2
XP Power Ltd2
4imprint Group PLC1
AB Dynamics PLC1
Alpha Financial Markets Consulting PLC Ordinary Shares1 (NEW)
Amazon.com Inc1
Aptitude Software Group PLC1
ASOS PLC1
Belvoir Group PLC1
Bilby PLC1
Boohoo Group PLC1
Breedon Group PLC1
Brooks Macdonald Group PLC1 (NEW)
Cerillion PLC1
Chemring Group PLC1
CLS Holdings PLC1
ContourGlobal PLC1
discoverIE Group PLC1
Diversified Gas & Oil PLC1
dotDigital Group PLC1
Eckoh PLC1
Focusrite PLC1
Frontier IP Group PLC1
Gear4music (Holdings) PLC1
Hasgrove PLC1
HeiQ PLC Ordinary Shares1 (NEW)
Hill & Smith Holdings PLC1
Hummingbird Resources PLC1
Inspecs Group PLC Ordinary Shares1 (NEW)
Inspired Energy PLC1
Intermediate Capital Group PLC1 (-1)
Iomart Group PLC1
IQGeo Group PLC1
IWG PLC1
John Laing Group PLC1
JTC PLC Ordinary Shares1
Jubilee Metals Group PLC1
Kainos Group PLC1
London Stock Exchange Group PLC1
LoopUp Group PLC1
Mattioli Woods PLC1
Netcall PLC1
On The Beach Group PLC1
OSB Group PLC1 (NEW)
Pets at Home Group PLC1
Premier Foods PLC1
Prudential PLC1
PureTech Health PLC1
RockRose Energy PLC1
RWS Holdings PLC1
Serco Group PLC1
Smart Metering Systems PLC1
Spirent Communications PLC1
Stock Spirits Group PLC1
Strix Group PLC1
Tatton Asset Management PLC1
Team17 Group PLC1 (-1)
THG Holdings PLC Ordinary Share1
Totally PLC1
Treatt PLC1
Velocys PLC1
Venture Life Group PLC1
Volex PLC1
Watches of Switzerland Group PLC1
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.