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The 14 funds on Sanlam's income White List

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

Unicorn UK Income - John McClure

Net dividend yield: 2.9%

Net income over 5 years (based on £100 investment): £34.6

Total return capital growth and net income reinvested over 5 years: 160.2%

Volatility over 5 years:4

All data as at 31/12/13

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PFS Chelverton UK Equity Income - David Taylor & David Horner

Net dividend yield: 4.6%

Net income over 5 years (based on £100 investment): £47.9

Total return capital growth and net income reinvested over 5 years: 146.2%

Volatility over 5 years:4.3

All data as at 31/12/13

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Royal London UK Equity Income - Martin Cholwill

Net dividend yield: 3.4%

Net income over 5 years (based on £100 investment): £30

Total return capital growth and net income reinvested over 5 years: 99.1%

Volatility over 5 years:4

All data as at 31/12/13

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Standard Life UK Equity Income Unconstrained - Thomas Moore

Net dividend yield: 3.5%

Net income over 5 years (based on £100 investment): £31.7

Total return capital growth and net income reinvested over 5 years: 119.4%

Volatility over 5 years:5.2

All data as at 31/12/13

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JOHCM UK Equity Income - Clive Beagles & James Lowen

Net dividend yield: 3.8%

Net income over 5 years (based on £100 investment): £33.4

Total return capital growth and net income reinvested over 5 years: 108.6%

Volatility over 5 years:4.9

All data as at 31/12/13

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Premier Monthly - Christopher White

Net dividend yield: 4.2%

Net income over 5 years (based on £100 investment): £32.2

Total return capital growth and net income reinvested over 5 years: 79.7%

Volatility over 5 years:3.3

All data as at 31/12/13

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Rathbone Income - Carl Stick

Net dividend yield: 3.6%

Net income over 5 years (based on £100 investment): £28.7

Total return capital growth and net income reinvested over 5 years: 83.7%

Volatility over 5 years:3.5

All data as at 31/12/13

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Premier Income - Christopher White

Net dividend yield: 4.2%

Net income over 5 years (based on £100 investment): £30.6

Total return capital growth and net income reinvested over 5 years: 78.7%

Volatility over 5 years:3.4

All data as at 31/12/13

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Cazenove UK Equity Income - Matthew Hudson

Net dividend yield: 3.4%

Net income over 5 years (based on £100 investment): £27.3

Total return capital growth and net income reinvested over 5 years: 91.4%

Volatility over 5 years:4.2

All data as at 31/12/13

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Threadneedle UK Equity Alpha - Leigh Harrison & Richard Colwell

Net dividend yield: 3.9%

Net income over 5 years (based on £100 investment): £29

Total return capital growth and net income reinvested over 5 years: 81.1%

Volatility over 5 years:3.8

All data as at 31/12/13

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AXA Framlington Monthly Income - George Luckraft

Net dividend yield: 3.8%

Net income over 5 years (based on £100 investment): £28.8

Total return capital growth and net income reinvested over 5 years: 83.7%

Volatility over 5 years:3.7

All data as at 31/12/13

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Threadneedle UK Equity Income - Leigh Harrison & Richard Colwell

Net dividend yield: 3.5%

Net income over 5 years (based on £100 investment): £28.3

Total return capital growth and net income reinvested over 5 years: 81.4%

Volatility over 5 years:3.8

All data as at 31/12/13

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Old Mutual UK Equity Income - Stephen Message

Net dividend yield: 4.3%

Net income over 5 years (based on £100 investment): £28.3

Total return capital growth and net income reinvested over 5 years: 89.3%

Volatility over 5 years:4.7

All data as at 31/12/13

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Liontrust Macro Equity Income - Stephen Bailey & Jan Luthman

Net dividend yield: 3.2%

Net income over 5 years (based on £100 investment): £26.2

Total return capital growth and net income reinvested over 5 years: 83.9%

Volatility over 5 years:3.7

All data as at 31/12/13

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Related Fund Managers

James Lowen
James Lowen
22/81 in Equity - UK Equity Income (Performance over 3 years) Average Total Return: 63.87%
Jan Luthman
Jan Luthman
59/81 in Equity - UK Equity Income (Performance over 3 years) Average Total Return: 42.92%
David Horner
David Horner
2/81 in Equity - UK Equity Income (Performance over 3 years) Average Total Return: 92.03%
Richard Colwell
Richard Colwell
24/81 in Equity - UK Equity Income (Performance over 3 years) Average Total Return: 60.61%
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