Five small and mid-cap global equity funds that are likely to outperform

This week we are looking at small and mid-cap funds in the global equity space with a Gold, Silver or Bronze rating and a four or five-star rating

Ruth Saldanha 3 December, 2018 | 7:00PM

Where an investor puts their hard-earned money depends very much on an individual’s risk appetite. More risk averse investors chose to invest in bonds, GICs and fixed income assets, while investors with a higher risk appetite choose to invest in stocks. Within stocks, those with a lower risk appetite choose to invest in large cap funds and stocks, while those with slightly higher risk appetites consider small and mid-cap options.

Last month, we discussed five global funds that had the potential to outperform. Funds in the global category must invest more than 10% and less than 90% of their portfolios in Canada or the US, and the rest in any other country.

This week we are looking at small and mid-cap options in the global equity space. There are a total of 462 funds in the global small and mid-cap fund category, of which 100 are medalist funds, or funds that have a rating of Gold, Silver or Bronze. The forward-looking rating picks funds that are likely to outperform in the future, based on various metrics including price, portfolio and performance.

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Ruth Saldanha  Ruth Saldanha is Senior Editor at Morningstar.ca

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