Consistent 50: Ten new entrants as Meridian European Smaller Companies tightens grip at top
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Weekly review of the best performing funds
The Consistent 50
This week s data covers the three years to
9 April 2021.
Royal London Cautious Managed the highest placed in 12
th.
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MFS Meridian European Smaller Companies in first place followed by
T. Rowe Price US Smaller Companies Equity.
Fidelity Multi Asset Allocator and
MGTS St Johns High Income Property and NB EM Debt Sustainable Investment Grade Blend also fell from last week s podium finishes to fourth and fifth respectively.
There were 11 new entrants overall with
Fidelity Global Enhanced Income the highest placed in eighth.
Methodology
The Consistent 50 is based on an assessment of all IA funds in the UK as monitored by Morningstar. Each fund is assessed for its consistency against other similarly invested vehicles as classified by IA sectors.
In the first step, all funds without a three-year track record are excluded. In order to ensure statistical validity, sectors with less than 20 funds are also excluded, as are those that do not allow like-for-like comparison, such as Specialist, Guaranteed/Protected and Money Market.