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Please note that tax, investment, pension and ISA rules can change and the information and any views contained in this article may now be inaccurate.
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Please note that tax, investment, pension and ISA rules can change and the information and any views contained in this article may now be inaccurate.
Approximately 50 funds have a 20-year track record of being run by the same fund manager. These managers will have invested through all market cycles. They will know their investment markets inside out, they will have been burnt by their past investment errors and will hopefully be wise to these traps in the future.
The table shows a selection of managers from the bigger-sized funds that qualify for the list. All the fund managers highlighted have beaten their peer group over the same period of time, and some by dramatic amounts.
John Chatfeild-Roberts and Algy Smith-Maxwell have more than doubled the returns of their peer group on the Jupiter Merlin Worldwide and Growth portfolios, while Harry Nimmo has delivered almost double his peer group average on the Standard Life Investments UK Smaller Companies Fund (B7FBH94).
The figures show how well funds focused on small companies have done – over the past 20 years the average UK small companies fund has delivered more than 550% return, but the long-serving managers in the list have handed investors nearer 1,000% return. Giles Hargreave at Marlborough Special Situations (B907GH2) has rewarded investors with an impressive 2,470% return over that time.
These articles are provided by Shares magazine which is published by AJ Bell Media, a part of AJ Bell. Shares is not written by AJ Bell.
Shares is provided for your general information and use and is not a personal recommendation to invest. It is not intended to be relied upon by you in making or not making any investment decisions. The investments referred to in these articles will not be suitable for all investors. If in doubt please seek appropriate independent financial advice.
Investors acting on the information in these articles do so at their own risk and AJ Bell Media and its staff do not accept liability for losses suffered by investors as a result of their investment decisions.
The value of your investments can go down as well as up and you may get back less than you originally invested. We don't offer advice, so it's important you understand the risks, if you're unsure please consult a suitably qualified financial adviser. Tax treatment depends on your individual circumstances and rules may change. Past performance is not a guide to future performance and some investments need to be held for the long term.