Managed by Philip Rodrigs, this UK smaller companies fund holds between 70 and 90 stocks. Philip’s bottom-up approach aims to balance high conviction with diversification in this under-researched market. He favours firms with strong management teams and clear growth catalysts that are priced at attractive valuations. Prior to founding the firm, Philip had considerable success managing UK smaller companies funds at Investec and R&M.
Philip Rodrigs
Philip founded Raynar Portfolio Management in 2019. He started his career at Invesco, after graduating from the University of Oxford with a degree in Economics & Management. He then worked as an analyst at T. Rowe Price before moving on to Investec, where he was the manager of their UK Smaller Companies and UK Blue Chip funds.
Fund manager Philip Rodrigs is one of the most successful UK Smaller Companies managers of the past two decades. He delivered the strongest risk-adjusted returns between 2006 and 2017 and, having met him on numerous occasions, it’s not hard to see why. If UK small-caps were to have their day in the sun again, we believe he would be very well placed to provide healthy returns for investors.
£45.9m
Buy
Yes
8
0.50%
0.79%
Acc and Inc
1.22
Radar
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Source: Performance data sourced from FE Analytics (IA universe). Yield figures (per annum), Fund Size data and AMCs/OCFs are as at 23/01/2026 unless otherwise stated.
The performance graph, factsheets and Key Investor Information Document is provided by FEfundinfo, and updated on a daily basis.
Some funds listed are off shore-domiciled and subject to different regulations. Off shore funds typically do not offer investor compensation under the UK Financial Services Compensation Scheme (FSCS).
Performance history extended by FE fundinfo to illustrate the fund’s longer-term record.
Sector rankings calculated from multiple underlying sectors; certain funds remain unranked due to limited comparability.
Funds assigned to an alternative IA sector; sector rankings may differ accordingly.
The information provided is based on our proprietary qualitative and quantitative research. Whilst reasonable efforts have been taken to ensure accuracy, Chelsea Financial Services cannot guarantee that the information is free from errors, omissions, or inaccuracies.
This information does not constitute investment advice and should not be interpreted as a recommendation to invest in any fund listed. Past performance is not a reliable indicator of future returns.
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The AMC (annual management charge) is paid to the fund management company for managing the fund. It is calculated as a percentage of the value of the fund. The AMC is less than the Ongoing Charges Figure (OCF).
The OCF (ongoing charges figure): The cost includes the AMC and other fees such as registration, regulatory, audit and legal fees but does not include transaction costs and performance fees.
