The top funds of the past 15 years

How have the best funds you might have invested in over the last 15 years performed? Natalie Stanton takes a look.

Deciding which markets you want to invest in is only the first step in planning your portfolio: you then need to decide how to invest. While MoneyWeek often suggests individual stocks, we know that many readers prefer to invest through funds. Back in 2000, that generally meant actively managed open-end funds, or 'unit trusts' as they were always known, (although the more modern open-ended investment company (Oeic) structure had been introduced in 1997).

The range of index funds available was much smaller than today, the first London-listed exchange traded fund (ETF) only arrived in April 2000, and while investment trusts had been around for more than 100 years, they were more of a specialist area than they are today, in part because financial advisers had no incentive to recommend them.

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Marlborough Special Situations649%UK smaller companies
Stewart Investors Asia Pacific573%Asia Pacific ex. Japan
Investec UK Smaller Companies524%UK smaller companies
Aberforth UK Small Companies487%UK smaller companies
Stewart Investors Global Emerging Markets426%Global emerging markets
Data supplied by Morningstar

Natalie joined MoneyWeek in March 2015. Prior to that she worked as a reporter for The Lawyer, and a researcher/writer for legal careers publication the Chambers Student Guide. 

She has an undergraduate degree in Politics with Media from the University of East Anglia, and a Master’s degree in International Conflict Studies from King’s College, London.