Register to get unlimited access to Citywire’s fund manager database. Registration is free and only takes a minute.

The 14 funds on Sanlam's income Black List

The 14 funds, in descending order, which Sanlam says have disappointed in terms of total return, income and volatility.

Elite Charteris Premium Income - Ian Williams

Net dividend yield: 3.5%

Net income over 5 years (based on £100 investment): £4.3

Total return capital growth and net income reinvested over 5 years: 109.1%

Volatility over 5 years:4.3

All data as at 31/12/13

Leave a comment!

Please sign in or register to comment. It is free to register and only takes a minute or two.

Elite Charteris Premium Income - Ian Williams

Net dividend yield: 3.5%

Net income over 5 years (based on £100 investment): £4.3

Total return capital growth and net income reinvested over 5 years: 109.1%

Volatility over 5 years:4.3

All data as at 31/12/13

Leave a comment!

Please sign in or register to comment. It is free to register and only takes a minute or two.

St James's Place UK High Income - Neil Woodford

Net dividend yield: 3.3%

Net income over 5 years (based on £100 investment): £26.6

Total return capital growth and net income reinvested over 5 years: 74.3%

Volatility over 5 years:3

All data as at 31/12/13

Leave a comment!

Please sign in or register to comment. It is free to register and only takes a minute or two.

Standard Life UK Equity High Income - Karen Robertson

Net dividend yield: 3.4%

Net income over 5 years (based on £100 investment): £27.5

Total return capital growth and net income reinvested over 5 years: 69.9%

Volatility over 5 years:4.7

All data as at 31/12/13

Leave a comment!

Please sign in or register to comment. It is free to register and only takes a minute or two.

Newton Higher Income - Richard Wilmot

Net dividend yield: 4.4%

Net income over 5 years (based on £100 investment): £19.6

Total return capital growth and net income reinvested over 5 years: 77.5%

Volatility over 5 years:3.5

All data as at 31/12/13

Leave a comment!

Please sign in or register to comment. It is free to register and only takes a minute or two.

Ignis UK Equity Income - Graham Ashby

Net dividend yield: 4.1%

Net income over 5 years (based on £100 investment): £21.5

Total return capital growth and net income reinvested over 5 years: 85.7%

Volatility over 5 years:4.3

All data as at 31/12/13

Leave a comment!

Please sign in or register to comment. It is free to register and only takes a minute or two.

GLG UK Income - Henry Dixon

Net dividend yield: 3.7%

Net income over 5 years (based on £100 investment): £22.8

Total return capital growth and net income reinvested over 5 years: 73.4%

Volatility over 5 years:4.6

All data as at 31/12/13

Leave a comment!

Please sign in or register to comment. It is free to register and only takes a minute or two.

Jupiter Income Trust - Ben Whitmore

Net dividend yield: 4.2%

Net income over 5 years (based on £100 investment): £26.4

Total return capital growth and net income reinvested over 5 years: 57.6%

Volatility over 5 years:3.8

All data as at 31/12/13

Leave a comment!

Please sign in or register to comment. It is free to register and only takes a minute or two.

S&W Church House Balanced Value & Income

Net dividend yield: 3.6%

Net income over 5 years (based on £100 investment): £18.5

Total return capital growth and net income reinvested over 5 years: 68.4%

Volatility over 5 years:3.5

All data as at 31/12/13

Leave a comment!

Please sign in or register to comment. It is free to register and only takes a minute or two.

St James's Place Equity Income - Nicholas Purves & Ian Lance

Net dividend yield: 3.4%

Net income over 5 years (based on £100 investment): £21.6

Total return capital growth and net income reinvested over 5 years: 79.6%

Volatility over 5 years:4.8

All data as at 31/12/13

Leave a comment!

Please sign in or register to comment. It is free to register and only takes a minute or two.

CF Canlife UK Equity Income - Craig Rippe

Net dividend yield: 3.7%

Net income over 5 years (based on £100 investment): £21.6

Total return capital growth and net income reinvested over 5 years: 48%

Volatility over 5 years:3.4

All data as at 31/12/13

Leave a comment!

Please sign in or register to comment. It is free to register and only takes a minute or two.

M&G Dividend - Phil Cliff

Net dividend yield: 3.8%

Net income over 5 years (based on £100 investment): £18.2

Total return capital growth and net income reinvested over 5 years: 73%

Volatility over 5 years:4.3

All data as at 31/12/13

Leave a comment!

Please sign in or register to comment. It is free to register and only takes a minute or two.

Neptune Income - Robin Geffen

Net dividend yield: 4.1%

Net income over 5 years (based on £100 investment): £17.7

Total return capital growth and net income reinvested over 5 years: 59.3%

Volatility over 5 years:3.9

All data as at 31/12/13

Leave a comment!

Please sign in or register to comment. It is free to register and only takes a minute or two.

Scottish Widows UK Equity Income

Net dividend yield: 3.6%

Net income over 5 years (based on £100 investment): £21.6

Total return capital growth and net income reinvested over 5 years: 60.3%

Volatility over 5 years:4.2

All data as at 31/12/13

Leave a comment!

Please sign in or register to comment. It is free to register and only takes a minute or two.

SWIP UK Income

Net dividend yield: 3.5%

Net income over 5 years (based on £100 investment): £21

Total return capital growth and net income reinvested over 5 years: 65.2%

Volatility over 5 years:4.1

All data as at 31/12/13

Leave a comment!

Please sign in or register to comment. It is free to register and only takes a minute or two.
Citywire TV
Play Wealth Manager Retreat 2017: size isn't everything

Wealth Manager Retreat 2017: size isn't everything

We asked our delegates at the Wealth Manager Retreat what they think about the recent wave of consolidation in the industry.

1 Comment Play CIO Tapes - part 3: 'passive funds are anti-capitalist'

CIO Tapes - part 3: 'passive funds are anti-capitalist'

Citywire recently gathered three of the UK's leading fund investment heads to discuss their hopes, fears and the issues that their jobs throw at them daily.

Play CIO Tapes: do investors have it as good as it gets?

CIO Tapes: do investors have it as good as it gets?

Citywire gathered three of the UK's leading fund investment heads to discuss what they fear and what makes them cheer about the year ahead

Read More
Your Business: Cover Star Club

Profile: Rathbone's Newcastle boss on the road to £1bn

Profile: Rathbone's Newcastle boss on the road to £1bn

Starting from zero assets on day one, Rathbone's Newcastle team now looks after just over £400 million in clients money

Wealth Manager on Twitter