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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
23/5/2022No. Funds
Alpha FX Group PLC7 (+3)
Future PLC6
Next Fifteen Communications Group PLC5 (+1)
Treatt PLC5 (+2)
Watches of Switzerland Group PLC5
OSB Group PLC4 (+1)
Serco Group PLC4
CVS Group PLC3 (NEW)
Gamma Communications PLC3 (-1)
Smart Metering Systems PLC3 (+1)
accesso Technology Group PLC2 (+1)
Alpha Financial Markets Consulting PLC Ordinary Shares2
Cerillion PLC2
Clinigen Group PLC2
Energean PLC2
Essentra PLC2
Euromoney Institutional Investor PLC2 (+1)
Hilton Food Group PLC2 (+1)
JTC PLC Ordinary Shares2
Kape Technologies PLC2 (+1)
Mattioli Woods PLC2
Oxford Instruments PLC2 (-1)
Prudential PLC2
RWS Holdings PLC2 (+1)
Serica Energy PLC2
Tesco PLC2
Advanced Medical Solutions Group PLC1
AfriTin Mining Ltd Ordinary Shares1
Alphabet Inc Class A1
Beeks Financial Cloud Group PLC1 (NEW)
Beximco Pharmaceuticals Ltd GDR1
Bloomsbury Publishing PLC1
Brewin Dolphin Holdings PLC1 (NEW)
Brickability Group PLC Ordinary Shares1
Bytes Technology Group PLC Ordinary Shares1
Calnex Solutions PLC Ordinary Shares1 (NEW)
CareTech Holdings PLC1
CentralNic Group PLC1 (NEW)
ContourGlobal PLC1 (NEW)
Creo Medical Group PLC1 (NEW)
Croda International PLC1 (NEW)
Diploma PLC1 (NEW)
Diversified Energy Co PLC1
DX (Group) PLC1
Elixirr International PLC Ordinary Shares1
Ergomed PLC1
Fintel PLC1
Focusrite PLC1
Frenkel Topping Group PLC1
Games Workshop Group PLC1
Gateley (Holdings) PLC1 (NEW)
Hill & Smith Holdings PLC1
Indivior PLC1 (-1)
Inspecs Group PLC Ordinary Shares1 (-1)
IntegraFin Holdings PLC1 (-1)
IOG PLC1
IQGeo Group PLC1
Jubilee Metals Group PLC1
Kainos Group PLC1
Kinovo PLC1
Kistos PLC Ordinary Shares1 (-2)
Liontrust Asset Management PLC1 (-1)
M&C Saatchi PLC1 (NEW)
Marlowe PLC1 (-1)
MITIE Group PLC1
Mortgage Advice Bureau (Holdings) PLC1
Open Orphan PLC1 (NEW)
Premier Foods PLC1
RELX PLC1
Renew Holdings PLC1
River and Mercantile Group PLC1
Robert Walters PLC1
SigmaRoc PLC1
Sirius Real Estate Ltd1
Solid State PLC1 (NEW)
Spirent Communications PLC1 (NEW)
Starling Bank Ltd B Shares1
Sureserve Group PLC1
Totally PLC1
Tracsis PLC1 (NEW)
Tremor International Ltd1
Vitec Group (The) PLC1
WPP PLC1
Xaar PLC1
XPS Pensions Group PLC1
YouGov 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.