Merian UK Dynamic Equity Inclusive - Class A - Income (GBP)
Our view on this Fund
This fund does not feature on our Wealth 50 list of what we believe are the best funds in each sector. If a fund is not within our Wealth 50 this is not necessarily a recommendation to sell. However, if you are thinking of adding to your investments we believe Wealth 50 funds are superior alternatives. View funds on the Wealth 50 »
This fund invests in UK companies of all sizes, although it's focused towards small and medium-sized businesses. Manager Luke Kerr can also invest the fund to benefit from falling share prices.
We hold Kerr and the UK equities team at Merian in high regard and are impressed with the fund's long-term performance, although this is not a guide to the future.
The number of units the fund can issue is capped to prevent it growing too big and compromising the manager's investment approach. This, combined with the fund's relatively high charges and performance fee, means it doesn't currently feature on the Wealth 50.