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Sparinvest

Q: Where can I see Sparinvest's top-performing funds?

Use the Funds Benchmark Fund Finder filtered by manager to see every Sparinvest fund sortable by AUM, 1Y / 3Y / 5Y return, and ongoing charge.

8 funds on Funds Benchmark · £14.8B combined AUM

Fund Manager

Sparinvest runs 8 funds available to UK investors on Funds Benchmark, with £14.8B in combined assets under management. The book is concentrated in Equity (3 funds), Multi-Asset (2 funds), Bond (1 fund), with smaller allocations across 1 other asset class. The average ongoing charge (OCF) across the range is 0.01% — competitive for actively-managed funds.

Funds

Total AUM

£14.8B

Avg 1Y Return

+25.2%

Avg OCF

0.01%

Asset Classes

All Sparinvest Funds

In Fund Finder ›

#	Fund	1Y	AUM	OCF
1	Equity Global Ethical Emerging Markets Value LU0760183912	+58.3%	£29M	0.01%
2	Equity Global Ethical Global Value LU0362355355	+37.0%	£1.3B	0.01%
3	Equity Global Equitas LU0362354549	+22.4%	£2.1B	0.01%
4	Multi-Asset Global Procedo LU0139792278	+15.9%	£4.5B	0.01%
5	Multi-Asset Global Balance LU0650088072	+12.6%	£4.3B	0.01%
6	Bond Denmark Long Danish Bonds LU0138507396	+4.8%	£2.6B	0.00%
7	Fixed Interest Global Sparinvest Ethical High Yield Value Bonds EUR R LU0473784196	—	—	—
8	Sparinvest Lokal Puljeinvest Danske Aktier PU0000000002	—	—	—

Asset Class Mix

Equity

Multi-Asset

Bond

Fixed Interest

Top Categories

Global

Denmark

Sparinvest funds on Funds Benchmark

Sparinvest has 8 funds covered by Funds Benchmark across Equity, Multi-Asset, Bond, Fixed Interest.

Ethical Emerging Markets Value (LU0760183912, 1-year return: +58.3%, AUM: £29M)
Ethical Global Value (LU0362355355, 1-year return: +37.0%, AUM: £1.3B)
Equitas (LU0362354549, 1-year return: +22.4%, AUM: £2.1B)
Procedo (LU0139792278, 1-year return: +15.9%, AUM: £4.5B)
Balance (LU0650088072, 1-year return: +12.6%, AUM: £4.3B)
Long Danish Bonds (LU0138507396, 1-year return: +4.8%, AUM: £2.6B)
Sparinvest Ethical High Yield Value Bonds EUR R (LU0473784196, 1-year return: —, AUM: —)
Sparinvest Lokal Puljeinvest Danske Aktier (PU0000000002, 1-year return: —, AUM: —)

Compare Sparinvest funds against peers

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About Sparinvest

How many Sparinvest funds can I buy through a UK platform?

We list 8 Sparinvest funds available to UK investors. Not every share class is offered by every platform — check your broker's fund list before placing an order. Use the search above each fund to see its full ISIN and pricing details.

What asset classes does Sparinvest cover?

Sparinvest's largest exposure is in Equity alongside 3 other asset classes . The full breakdown by count is shown above. You can also filter the firm's funds by asset class using the buttons on the Fund Finder.

How are Sparinvest funds rated against peers?

Open any Sparinvest fund's detail page to see its quartile rank against peers in the same IA sector, cumulative and discrete performance over 1Y / 3Y / 5Y, risk metrics (volatility, Sharpe, max drawdown), and full holdings breakdown. Performance data is from FE fundinfo and refreshed monthly.

What's the average fee on Sparinvest funds?

Across the Sparinvest retail share classes we cover, the average ongoing charge (OCF) is 0.01%. Individual share classes vary — institutional and clean retail classes are typically cheaper than legacy retail classes with embedded platform fees. Each fund's detail page shows the OCF for that specific share class.

Where can I see Sparinvest's top-performing funds?

The table above lists every Sparinvest fund we cover, sortable by AUM, 1Y / 3Y / 5Y return, and ongoing charge. The Fund Finder offers more granular filtering across multiple managers at once.