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SLI Ignis UK Equity Income Inc

Ranked 50 out of 107 in - UK Equity Income over 12 months
All calculations are in GBP

Managed by

Karen Robertson

Karen Robertson joined Standard Life shortly after she graduated in Economics from Stratchclyde University, Scotland. She started out as a UK investment analyst for the Scottish insurer and was promoted to the role of senior investment analyst in 1994. A year later she was appointed investment manager and given responsibility for the Standard Growth and Income fund, which she stopped managing in May 2001. She is now responsible for the Standard UK Equity High Income fund and the Standard UK Equity General fund. Robertson is qualified as an Associate of the Institute of Investment Management.


The Fund aims to produce a higher income than can generally be achieved from a share-based unit trust which invests mainly in the UK. We also aim to pay out any income every three months. We actively manage the Fund to provide an income in excess of that available from the FTSE All-Share Index. The investments are mainly share-based with at least 80% invested in shares at any given time.


UK Equity Income over : 31/08/2014 - 31/08/2015

Total Return

Quarterly Performance

to 30/06/2015 Annual Q1 Q2 Q3 Q4
2015 6.0% 0.4%
2014 5.0% 3.1% -0.4% -0.4% 2.7%
2013 21.5% 10.6% -4.0% 6.3% 7.6%
2012 18.0% 11.3% -5.1% 6.2% 5.3%
2011 -9.8% 1.1% 0.4% -15.4% 5.1%
2010 16.6% 5.1% -11.2% 14.1% 9.4%
2009 20.5% -12.7% 12.7% 20.8% 1.4%
2008 -28.0% -11.0% -3.8% -9.9% -6.7%
2007 1.1% 1.7% 2.9% -3.4% -0.1%
2006 18.9% 8.6% -4.1% 6.8% 6.9%
2005 21.5% 3.1% 5.3% 6.7% 4.9%
2004 16.1% 1.3% 3.8% 3.0% 7.2%
2003 20.7% -5.4% 13.3% 4.8% 7.4%
2002 -19.2% 2.6% -8.4% -15.5% 1.8%
2001 -12.2% -7.6% 1.8% -13.1% 7.5%
2000 -7.8% -7.7% -2.6% 2.3% 0.3%
1999 15.6% 5.8% 1.3% -3.8% 12.1%
1998 18.0% 15.1% 0.5% -10.6% 14.1%
1997 25.0% 4.5% 6.0% 12.4% 0.4%
1996 18.2% 4.4% 4.5% 4.7% 3.5%
1995 7.8%

Month by Month Performance

Returns Vs Risk

Asset Allocation



Top 10 Holdings

Stock Size
HSBC Holdings PLC ORD 5.33
Vodafone Group PLC ORD 3.90
BT Group PLC ORD 3.85
International Consolidated Airlines Group SA ORD 3.08
Prudential PLC ORD 3.03
Berkeley Group Holdings PLC ORD 2.79
Next PLC ORD 2.58
Barclays PLC ORD 2.58

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date31/12/1986
  • Share Class size105Mn
  • Base currencyGBP
  • ISIN GB0003301503

Purchase Info

  • Min. initial investment50,000
  • Min. additional investment25,000


  • Annual management1.50%
  • Initial investment5.25

Related News

Ignis to shut Ashby & Holden funds in UK equity overhaul

The firm is to close Ashby's £10 million Enhanced Income fund and Holden's £63.5 million UK Focus in a streamlining of its UK equity franchise, Wealth Manager can reveal.  

Ignis hires Barings' £2.6bn man to spearhead GEM push

Ignis has appointed fund manager Mark Julio, who was responsible for £2.6 billion at Baring Asset Management, as part of its drive into the emerging markets equities space.

Ashby promoted to head UK equity at Ignis

Ignis Asset Management has promoted Graham Ashby to head of UK equity, after he joined the firm in March this year.

Ignis hires Aviva’s Soutter to head product development

Ignis Asset Management has appointed Jeremy Soutter as global head of product development, to help evolve and deliver the firm’s products in markets around the world.

RDR shake-up puts Ignis staff at risk

Nick Pogmore, head strategic alliances at Ignis Asset Management, has been made redundant under a review of distribution activities, and the roles of up to 20 other staff are also under consideration.

Ignis CIO Lovett outlines his vision after UK equity overhaul

New Ignis CIO of equities Mark Lovett has taken on the firm's underperforming Balanced Growth fund and is determined to transform the group's UK equity proposition after a four month strategic review of the arm.

Ignis launches UK Enhanced income fund

Ignis Asset Management has soft launched a second Ucits III fund using a covered call strategy to boost income returns.

Britannic's Brook Fox bullish on BSkyB

BSkyB should suffer little negative effect from the current row over who should be its new chief executive, according to Britannic's Ralph Brook Fox.

Britannic boost UK team

Britannic Asset Management has recruited Finlay MacDonald from Scottish firm Glasgow Investment Managers, to boost its UK team.

UK economy set for slowdown, says McKenzie

UK base rates are likely to rise next quarter and slow the economy and damage otherwise buoyant consumer confidence, argues Scott McKenzie, an equity income specialist at Norwich Union.


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