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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
17/78 in Equity - UK Equity Income (Performance over 3 years) Average Total Return: 57.07%
Jan Luthman
Jan Luthman
56/78 in Equity - UK Equity Income (Performance over 3 years) Average Total Return: 39.69%
David Horner
David Horner
2/78 in Equity - UK Equity Income (Performance over 3 years) Average Total Return: 82.69%
Richard Colwell
Richard Colwell
22/78 in Equity - UK Equity Income (Performance over 3 years) Average Total Return: 54.94%
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Profile: The opportunity set that attracted Brett Williams to wealth management

Profile: The opportunity set that attracted Brett Williams to wealth management

Brett Williams is best known for helping to build some of the biggest platforms in the IFA market.He made the move over to wealth management to head SEI’s UK business earlier this year in the belief that this is where the best opportunities now lie.

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