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Test The 30 UK funds that beat inflation over the past five years

12 October 2023

Only 8.8% of funds investing in UK equities successfully outpaced inflation in their home market.

By Tom Aylott,

Mike Vaughn

Only 30 of the 341 funds investing in UK equities succeeded in beating inflation over the past five years, according to data from FE Analytics.

The fundamental reason that most people invest is to outpace the rate of inflation, but only 8.8% of UK funds fulfilled the goal of protecting the pricing power of their clients’ savings.

This comes not long after Trustnet revealed that over two-thirds (68%) of all Investment Association (IA) funds failed to beat UK inflation over the past five years. Over that period, 45 of the 57 IA sectors contained a majority of funds that underperformed the 22.9% hike in the consumer price index (CPI), which included all UK sectors.

However, there were 30 portfolios in the IA UK All Companies, IA UK Equity Income and IA UK Smaller Companies sectors that were able to beat inflation in their home market.


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Data provided by FE fundinfo. Care has been taken to ensure that the information is correct, but FE fundinfo neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.