- The L&G Global Technology Index Trust has consistently been one of the top-performing funds for long-term performance, showcasing exceptional returns over the past 1, 3, 5, and 10-year periods within IA Technology & Technology Innovation sector.
- The Artemis UK Select fund has achieved the highest performance in the IA UK All Companies sector over the past 5 years, delivering returns of 93.47% and ranking 1st out of 205 funds in the sector.
- Invesco EQQQ NASDAQ-100 UCITS ETF has delivered 10 year growth of 536.35%, ranking 1st in the IA North America sector.
Over the past decade, a select group of investment funds has consistently delivered exceptional performance, offering investors strong returns across various market conditions. These top-performing funds have distinguished themselves not just through short-term gains, but by maintaining robust returns over 10-year periods, demonstrating resilience and strategic management.
Of the 2,264 Investment Association sector-classified funds available to UK investors with a 10-year performance history, we analysed their 1, 3, 5, and 10-year performance to identify the top performers. In this article, we highlight some of the best-performing funds over the past decade and provide access to detailed performance, sector rankings, and ratings for nearly 500 funds that have consistently ranked among the top in their sectors.
10 Long Term Top Performing Funds
Our analysis of 2,264 funds revealed that 490 have consistently outperformed at least 50% of their sector peers across 1, 3, 5, and 10 year periods. A select subset has maintained top-quartile rankings within their respective sectors throughout all four timeframes.
The table below presents 10 funds that have consistently ranked among the top performers in their sectors across all measured periods. Each fund has been awarded a four or five star rating, indicative of their robust performance and consistency over both short and long term horizons.
L&G Global Technology Index Trust
Established on November 1, 2000, the L&G Global Technology Index Trust fund currently oversees £3.32 billion in assets. Its primary objective is to generate growth by replicating the performance of the FTSE World Technology Index, which encompasses companies from developed and advanced emerging markets within the information technology sector.
As an index tracker, the fund achieves precise performance replication by investing a minimum of 90% of its assets in the index's constituent companies. The fund's portfolio is heavily weighted towards US technology firms, with 85% of its assets allocated to the United States, a strategy that has significantly contributed to its long-term success.
Within the IA Tech & Tech Innovation sector, the fund consistently maintains a high ranking and boasts a prestigious 5-star rating. Its recent performance has been particularly noteworthy, with a 36.89% return over the past year, securing the 2nd position out of 33 funds in its sector. The fund's three-year performance demonstrates a robust growth of 46.39%.
Looking at longer-term horizons, the fund's track record is even more impressive. Over the past 5 and 10 years, it has delivered exceptional growth rates of 178.98% and 624.68%, respectively. These figures substantially outpace the sector averages of 100.46% and 391.98%, underscoring the fund's enduring effectiveness and its ability to consistently outperform its peers over extended periods.
HSBC US Multi-Factor Equity
The HSBC US Multi-Factor Equity fund aims to deliver long-term growth, typically over 5 years or more, by investing at least 80% of its value in shares (equities) of US companies. These companies must either be domiciled or incorporated in the United States or derive at least 80% of their revenue from the US market.
This £363.84 million fund has achieved impressive performance, consistently surpassing its sector's average across multiple periods. In the past year, it delivered growth of 26.11%, exceeding the sector average of 19.99%. Over 3 and 5 years, the fund’s returns of 36.87% and 97.60% were also notably higher than the sector averages of 23.64% and 74.75%, respectively. Over the past 10 years, the fund recorded substantial growth of 302.8%, far above the sector's average of 256.16%, placing it among the top performers in the IA North America sector.
The fund stands out due to its use of a multi-factor strategy that selects companies based on factors like growth potential, earnings stability, and lower volatility. This approach allows the fund to perform well across different market conditions by balancing risk and return more effectively than single-factor funds. Additionally, its diversified sector allocation further enhances its ability to capture growth opportunities, contributing to consistent performance over time.
Guinness Global Innovators
The Guinness Global Innovators fund aims to deliver long-term capital growth over a period of 7 to 10 years. It invests at least 80% of its assets in innovative companies worldwide, including those in emerging markets, with market capitalisations exceeding $1 billion. These companies are selected based on their potential to drive growth through the development of new technologies, ideas, or processes that either disrupt traditional business models or significantly enhance existing products or services. The portfolio may also include up to 5% in warrants and convertible securities.
The fund has consistently outperformed its peers in the IA Global sector. Over the past year, it delivered a return of 25.34%, and over three years, it achieved 24.47% growth, both well above the sector averages. Over longer periods, the fund's performance remains strong, with returns of 110.94% over five years and 277.96% over ten years, significantly outpacing the sector averages of 54.27% and 161.36%, respectively.
This impressive performance highlights the fund's ability to achieve sustained growth through its focus on globally innovative, high-growth companies.
Fidelity Index World P
The Fidelity Index World P fund, launched on 10th December 2012, manages £8.78 billion in client assets. Its primary objective is to grow investors' capital over a period of five years or more by closely tracking the MSCI World (Net Total Return) Index, before fees and expenses. As a passive fund, it invests in a broad range of global equities that mirror the index's composition.
While it aims to replicate the index, the fund does not always invest in every company or match the exact weightings of the index components. This selective approach helps to reduce dealing costs and manage the portfolio more efficiently. The fund maintains broad diversification, with exposure to key regions such as the United States, Europe, Japan, and other developed markets.
The fund has demonstrated strong performance, delivering returns of 21.62%, 27.85%, 74.13%, and 214.60% over 1, 3, 5, and 10 years, respectively. These results consistently surpass the sector averages of 15.8%, 12%, 54.27%, and 161.36%.
With a low ongoing charge of 0.12% and a proven record of outperformance, the Fidelity Index World P fund has proven to be a cost-effective option for investors seeking diversified exposure to global equities.
Janus Henderson Japan Opportunities
The Janus Henderson Japan Opportunities fund has established itself as a standout performer within the Japanese equity market. This fund has consistently delivered impressive returns, outpacing its peers and sector averages across various time horizons.
In the short term, the fund has demonstrated robust growth, achieving a cumulative return of 21.78% over the past year. This performance significantly exceeds the sector average of 14.89%, highlighting the fund's ability to capitalise on market opportunities effectively. The fund's success extends to its medium-term performance as well, with a three-year return of 24.19%, more than doubling the sector average of 11.05%.
Looking at longer time frames, the Janus Henderson Japan Opportunities I Acc fund continues to showcase its strength. Over a five-year period, the fund has returned 50.76%, substantially outperforming the sector average of 32.59%. This consistent outperformance underscores the fund managers' skill in navigating various market conditions and identifying profitable investment opportunities within the Japanese market.
Perhaps most impressive is the fund's long-term track record. Over a decade, it has generated a remarkable return of 187.30%, securing its position as the 2nd best performer out of 58 funds in the IA Japan sector. This outstanding long-term performance not only demonstrates the fund's ability to deliver sustained growth but also reflects the effectiveness of its investment strategy in capturing the potential of the Japanese equity market.
The fund's consistent outperformance across multiple time frames suggests a robust and adaptable investment approach that has delivered value to investors across different market cycles.
Wellington Strategic European Equity
The Wellington Strategic European Equity fund has consistently delivered strong returns across various time periods, positioning itself as a key player in the European equity market. It has regularly outperformed its peers and sector averages, making it a notable option for investors seeking exposure to European markets.
In the short term, the fund achieved a return of 22.54% over the past year, reflecting the fund managers' ability to effectively leverage market opportunities. Its medium-term performance also remains solid, with a three-year return of 29.61%, demonstrating consistent results over an extended period.
Over five years, the fund returned 71.48%, significantly outperforming the sector average of 43.42%. This long-term outperformance highlights the fund’s capability to identify and benefit from growth trends within the European market.
Over a ten-year period, the fund generated a return of 182.28%, compared to the sector average of 114.22%. This demonstrates the fund’s resilience through different market cycles and its ability to provide consistent value for investors over the long term.
Jupiter Merian Asia Pacific
The Jupiter Merian Asia Pacific fund focuses on delivering long-term capital growth by investing in a diversified portfolio of companies across the Asia Pacific region, excluding Japan. The fund primarily targets countries like China, South Korea, Taiwan, India, and Australia, providing investors with exposure to some of the fastest-growing economies in the world.
The fund has consistently outperformed its peers in the IA Asia Pacific Ex-Japan sector. Over the most recent year, it delivered a growth rate of 17.58%, far exceeding the sector average of 9.06%. This demonstrates the fund's ability to capture short-term opportunities in a volatile market environment.
Over the longer term, the fund’s five-year return of 46.74% nearly doubles the sector average of 22.53%, reflecting its success in maintaining momentum and capitalising on growth across the region. Its 10-year performance is even more impressive, with growth of 164.77%, well above the sector average of 88.11%. This level of outperformance highlights the fund’s strong stock-picking strategy and its ability to navigate the complexities of the Asia Pacific market.
Fidelity Special Situations
The Fidelity Special Situations fund has distinguished itself as a top-tier performer within the UK equity market, consistently delivering returns that surpass sector averages across multiple time horizons. This fund has demonstrated a remarkable ability to navigate various market conditions and capitalise on unique investment opportunities.
The fund's performance across different timeframes showcases its versatility and strength. The fund has achieved 10 year growth of 107.67%, which was considerably better than the sector average of 73.73%. The fund's consistent outperformance across various time periods underscores its ability to generate sustained value for investors and adapt to changing market dynamics.
The Fidelity Special Situations fund's ability to consistently outperform sector averages suggests a well-executed and flexible investment approach. The fund managers have demonstrated adeptness at identifying and leveraging market trends and opportunities, maintaining momentum, and delivering consistent results over extended periods. This performance indicates their skill in navigating the complexities of the UK equity market effectively.
Invesco EQQQ NASDAQ-100 UCITS ETF
The Invesco EQQQ NASDAQ-100 UCITS ETF has consistently delivered strong performance, outpacing sector averages across multiple timeframes. The fund has delivered returns of 24.65% over the past year and 33.29% over three years, both above the sector averages of 19.99% and 23.64%, respectively. Its 5-year performance was even more impressive with a return of 144.94% compared to the sector average of 74.75%. Most notably, it has provided a remarkable 536.35% return over ten years, ranking 1st out of 120 funds in its sector.
Classified within the IA North America sector, currently, it manages £8.33 billion in assets. The fund's primary objective is to provide investment results that match the price and yield performance of the NASDAQ-100 Index (Net Total Return) in USD, before expenses. The index includes 100 of the largest non-financial companies on the NASDAQ stock market.
As a passive investment vehicle, the ETF closely tracks the index, benefiting from low tracking errors and minimal management costs, which enhances overall returns for investors. Its focus on top-quality, growth-focused companies keeps the fund well-positioned to gain from ongoing innovation in the technology sector. These features make it a strong choice for investors looking for long-term growth in large-cap US stocks.
Artemis UK Select Fund
The Artemis UK Select fund, managing £2.5 billion in assets, has established itself as a prominent player in the UK equity market. Its consistent outperformance across various time horizons underscores its effectiveness and popularity among investors.
The fund's performance record is impressive, delivering returns that significantly exceed sector averages. Over the past year, it achieved a 29.66% return, surpassing the sector average of 18.26%. Its five-year performance is particularly noteworthy, with a 93.47% return ranking it first in its sector and far outpacing the 32.76% sector average. The fund's long-term track record remains strong, with a ten-year growth of 134.79% compared to the sector's 73.73%.
At the heart of the fund's success is a disciplined investment approach. It employs rigorous bottom-up stock selection to identify undervalued companies with strong growth potential. This strategy is enhanced by maintaining a concentrated portfolio, allowing managers to focus on their highest-conviction ideas.
The Artemis UK Select fund's consistent outperformance suggests a robust and adaptable investment strategy, effectively navigating the UK equity market's challenges.
Importance of Evaluating Fund Performance
Assessing the performance of investment funds is a critical practice for both individual investors and reputable financial advisory firms. Understanding how your chosen funds are performing can help determine whether you are entrusting your money to fund managers who consistently deliver competitive returns. Although past performance does not guarantee future results, studies indicate that fund managers who have regularly outperformed their peers over various periods are more likely to continue doing so than those with a record of underperformance.
Key Benefits of Analysing Fund Performance
Analysing the performance of a fund can offer several insights that are crucial for making sound investment decisions. Here are four key benefits:
1. Insights from Past Performance
While past performance is not a definitive predictor of future success, it remains a valuable indicator for many investors. When deciding where to invest, most investors prefer fund managers who have consistently ranked in the top 25% of their sectors over those who have been in the bottom 25%. This historical data can offer insights into the reliability and strategy of a fund manager.
2. Comparative Analysis of Funds
Comparing the performance of a fund with other competing funds within the same sector can help gauge its relative strength. Such comparative analysis over medium to long-term periods can reveal the quality of the fund and the expertise of its manager. Understanding how a fund measures up against its peers can assist investors in identifying funds that are more likely to align with their financial goals.
3. Accountability of Fund Managers
Past performance is a powerful tool for holding fund managers accountable. Funds that consistently perform well within their sectors often reflect a high level of expertise from their managers. Conversely, fund managers whose funds regularly rank poorly within their sector may indicate a lack of quality management and an inability to deliver competitive returns. Evaluating performance enables investors to choose fund managers who demonstrate effective strategies and management skills.
4. Consistent Performance Through Market Cycles
Over a period of five years, funds and their managers face various economic and political challenges. The ability of a fund manager to navigate these cycles and deliver stable or superior returns is a testament to their expertise and overall competence. Funds with a strong performance history across different market conditions are more likely to inspire confidence among investors looking for reliable long-term investment options.
The Value of Long-Term Consistency
The analysis of top-performing funds over the past decade underscores the importance of consistency and strategic management in investment success. While market conditions may fluctuate, funds that maintain strong performance across various time horizons demonstrate resilience and adaptability—key traits for investors seeking reliable long-term returns.
The 10 funds highlighted in this article are not only leaders in their sectors but also exemplify the qualities that define successful investment strategies: disciplined management, effective sector allocation, and a focus on high-conviction opportunities. These funds have managed to outperform their peers by adhering to well-defined strategies that balance growth potential with risk management.
For investors, understanding the performance of their chosen funds—both in comparison to peers and across different market cycles—is crucial for making informed decisions. While past performance is not a guarantee of future success, funds with a history of outperforming their sector averages are often better positioned to navigate future market challenges. By analysing performance data, investors can ensure that their portfolios are aligned with their long-term financial goals and managed by professionals with a track record of success.
In a landscape filled with thousands of investment options, selecting funds with proven long-term performance can provide a level of security and confidence, knowing that these funds have consistently delivered results over time. Ultimately, a focus on quality, consistency, and strategic management will continue to be key drivers of investment success.
Optimise Your Portfolio with Yodelar
Investing in top-performing funds for the long term requires more than just picking from a list—it demands a strategic approach backed by deep analysis and expert insights. Selecting funds with a proven track record of sustained performance involves careful evaluation, ensuring that each investment is well-positioned for growth and resilience over time.
At Yodelar, our approach to portfolio development is grounded in years of comprehensive analysis of the vast landscape of funds and fund managers. Our team continuously evaluates over 100 managers, thousands of funds, and 30,000 model portfolios to identify the best performers. This exhaustive research shows that only a small percentage of funds and managers consistently outperform, with more than 90% of portfolios containing underperforming assets.
These insights drive our structured process for building portfolios, which involves selecting top-performing funds within each asset class based on meticulous backtesting and data analysis. As an FCA-regulated firm, we believe that using advanced analytics is essential to provide high-quality investment advice. Our goal is to deliver independent guidance and portfolio management that genuinely enhances client returns through well-researched strategies.
By conducting thorough due diligence on the global fund universe, our experts pinpoint elite managers who demonstrate the greatest potential for sustained outperformance. With this knowledge, we create optimised portfolios that aim to maximise growth while managing risk effectively.
Book a no obligation call with one of our advisers to learn more about your options and how we can help you maximise your portfolio returns.
