Moneyspider in the News

Boutiques global growth sector

What Investment

Global growth funds have offered excellent returns in recent years, with boutique fund managers topping the performance tables, according to Moneyspider.

The online investment data analyst found global growth funds have provided excellent returns for investors over the past five years, with the likes of Neptune and Rathbone posting excellent returns. A £5,000 investment in the Neptune Global Equity fund over the past five years would have made a profit of £8,071 - more than 160%. Rathbone Global opportunities would have delivered profits of £6,086, which equates to 120 per cent growth since 2002.

However, according to Moneyspider research, the same amount invested in the Scottish Widow Global Growth fund would have made a £662 profit for investors, less than an ordinary savings account would have produced.

Bill Ross, managing director of Moneyspider, said, 'The dramatic imbalance in returns shows the importance of not automatically putting your trust in the big name fund management houses. Small houses such as Rathbone and Neptune can seriously reward investors who are prepared to consider un familiar or even unknown names.'

He added that the popularity of the global growth sector was likely to continue. 'Because of their excellent performance, global growth funds from the best managers are likely to become an increasing part of the investment landscape over the next decade, providing UK-based investors with much needed geographical diversification,' Ross concluded.