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F&C UK Equity Income

Ranked 49 out of 110 in - UK Equity Income over 12 months
All calculations are in GBP unless stated

Managed by

Rodger McNair

Objective

The Fund aims to provide a yield significantly higher than that offered by the major UK equity indices with some long term capital growth. We will achieve this higher income by investing in equities with an above average yield rather than investing in fixed interest securities. The ACD may invest up to 10% of the portfolio overseas.

Showing fund performance in United Kingdom View performance globally

Performance

UK Equity Income over : 31/03/2015 - 31/03/2016
  • Rank 49/110 Total Return
  • Rank 37/110 Standard Deviation
  • Rank 63/110 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2016 Annual Q1 Q2 Q3 Q4
2016 -0.3%
2015 2.7% 3.2% -0.5% -4.4% 4.5%
2014 0.7% -0.6% 1.6% -0.6% 0.2%
2013 14.7% 9.8% -2.6% 3.1% 4.0%
2012 12.4% 6.8% -3.4% 5.5% 3.3%
2011 -3.3% 1.5% 1.4% -11.3% 5.9%
2010 16.3% 4.7% -9.6% 11.5% 10.2%
2009 20.3% -13.0% 12.4% 18.6% 3.7%
2008 -27.6% -10.1% -1.8% -10.0% -8.9%
2007 3.9% 1.6% 2.2% -2.8% 3.0%
2006 15.3% 8.7% -1.3% 2.9% 4.5%
2005 17.5% 2.7% 4.8% 5.1% 3.9%
2004 12.2% -0.1% 3.6% 1.2% 7.1%
2003 17.0% -6.1% 13.3% 2.3% 7.6%
2002 -20.5% 4.6% -7.7% -17.7% 0.1%
2001 -8.4% -6.0% 3.7% -11.7% 6.5%
2000 1.4% -6.0% 3.9% 0.4% 3.3%
1999 14.4% 6.7% 3.3% -5.6% 10.0%
1998 13.7% 14.6% 0.6% -10.9% 10.6%
1997 26.4% 5.3% 4.2% 10.4% 4.4%
1996 13.6% 3.2% 1.5% 5.7% 2.7%
1995 4.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Ireland
  2. United Kingdom

Fund Info

  • Launch date05/11/1968
  • Share Class size30Mn
  • Base currencyGBP
  • ISIN GB0033146019

Purchase Info

  • Min. initial investment100,000
  • Min. regular additional investment5,000

Charges

  • Annual management1.50%
  • Initial investment5

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Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).