Friday, 15 August 2025

I found a new managed UK fund (37% gain in a year, 150% in five years)!

Several years ago in 2023, I decided to add an actively managed fund to my portfolio. I chose the Royal London Global Equity Select Fund (Acc) and over the years it has proved to be a good choice.


However, the fund manager and many Alpha managers left Royal London in April 2024 and since then the performance of this fund has been disappointing to say the least (4% vs. 11% for a benchmark global equity fund)...


I sold my Royal London fund shares in July 2025 as wanted to give the new fund managers a chance, but I had waited long enough!

I bought £8637 in 2023 and sold for £11748 in July 2025 (£3111 gain in 2 years = approx 35% in two years).  An 18%/yr return rate is OK for me, considering the Trump effect of this year.

BUY   £3357  18/04/2023  1629 shares
BUY   £5280  01/09/2023  2329 shares
SELL  £11748 22/07/2025  3958 shares

Artemis Global Income Fund (Acc) 

I have now found an alternative active fund in the Artemis Global Income Fund (Acc) which has shown even better 5 year performance than the Royal London fund over the last 5 years...

but more importantly, the one year performance has also been very good too at an amazing 37% gain...

and a 15% gain in just the last 3 months...


I like this fund because it has a high EU exposure (esp. in EU finance - EU banks ETF BNKE has performed well for me too) and it will act as a hedge towards many of my other investments (ETFs and companies) which are heavily USA-weighted. It also tends to prefer dividend paying companies as it is an income+growth fund (though I have bought the accumulation version of the fund - ISIN: GB00B5ZX1M70).



The TER is approx. 0.9% but the performance, if it continues, will far outweigh the charges. The aim of the fund is to beat a standard global equity index by at least 3%.

The risk factor is 5 which is not too bad either.


I only wish I had found it sooner, but I have now purchased this fund and I intend to leave it sitting in my ISA for many years.

Most of my portfolio is in low charge Index ETFs, but I also use active funds in the hope that professional UK fund managers have a better understanding of the economy than I do and so they should outperform me in some years!

Let me know if you have a favourite global fund.

Please note: This is not investment advice - please do your own research!

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