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 On the Road Challenge: Clay pigeon shooting with Thesis' Lansdowne

On the Road Challenge: Clay pigeon shooting with Thesis' Lansdowne

Eleanor Mahmoud goes clay shooting at the National Clay Shooting Centre with Sam Lansdowne from Thesis Asset Management

Play AA-rated Flood on gov't bonds: 'the maths doesn't add up'

AA-rated Flood on gov't bonds: 'the maths doesn't add up'

He also addresses why his Newton Multi-Asset Income fund has such a high cash weighting and why he sees renewables as such a good opportunity.

Play AAA-rated Ali: Identifying the peripheral European plays

AAA-rated Ali: Identifying the peripheral European plays

Citywire AAA-rated Tawhid Ali thinks that plenty of good stocks in the European periphery are being thrown out with the proverbial bath water.

Read More
Your Business: Cover Star Club

Profile: 'for the first time since 1981, I have to watch politics'

Profile: 'for the first time since 1981, I have to watch politics'

James Hambro & Partners’ William Francklin says he is having to factor politics into his thinking for the first time in his 36-year career

Wealth Manager on Twitter