Four-factor stock screening philosophy guides Rodrigs' fund to sector-beating returns

Investec UK Smaller Companies reports top-quartile performance over three years

Launched in July 1982, Philip Rodrigs’ £120m Investec UK Smaller Companies fund has consistently generated top-quartile returns. The fund is ranked third out of 46 vehicles in the IMA UK Smaller Companies sector over five years to 6 April up 61.7% compared to an average increase of 21.7% according to Morningstar. Philip Rodrigs has managed the vehicle since June 2006. Over three years the fund is also ranked third out of 54 vehicles, down 0.3% compared to a sector decline of 18.1%. On a one-year view, the fund is ranked seventh out of 61 vehicles, up 66.8% against an average gain of 5...