Register to get unlimited access to all of 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.

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.
Your Business: Cover Star Club

Profile: The godfather of fund-of-hedge-funds on the sector's future

Profile: The godfather of fund-of-hedge-funds on the sector's future

When Dixon Boardman started 26 years ago ‘there were 600 hedge funds and only 100 had $100 million – it was not even a cottage industry,’

Wealth Manager on Twitter