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 Biotech Growth: we will ride out this storm

Biotech Growth: we will ride out this storm

Geoffrey Hsu of Biotech Growth Trust says the sell-off in biotechnology stocks represents a buying opportunity for long-term investors.

Play Sector Spotlight: Kleinwort Benson's Choukeir on UK equities

Sector Spotlight: Kleinwort Benson's Choukeir on UK equities

In our first Sector Spotlight of the year we explore UK equities on the back of the extreme market turbulence in 2016.

Play Picton: the UK property hotspots for rental income

Picton: the UK property hotspots for rental income

Picton Property Income CEO Michael Morris reveals how he is planning to ride the ‘ripple effect’ as UK economic growth spills out from the capital across the country.

Your Business: Cover Star Club

Profile: PortfolioMetrix is on a mission to kill 'Frankenstein' systems

Profile: PortfolioMetrix is on a mission to kill 'Frankenstein' systems

In a buyers’ market for off-the-peg discretionary management, self-funded start-ups begin at an inherent disadvantage

Wealth Manager on Twitter