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View the article online at http://citywire.co.uk/wealth-manager/article/a730326

Sanlam cuts Barnett & Artemis pair in major income overhaul

by Dylan Lobo on Jan 27, 2014 at 07:51

He added: ‘The team at Troy have set out their CF Trojan Income fund’s proposition as one that will perform better in volatile/weaker markets – certainly not the case over the past five years or 2013. Considering the long-term track record, and the balance this portfolio can bring to investors, we suggest hold, although we are monitoring this holding closely.’

White List promotions

Thomas Moore’s Standard Life UK Equity Income Unconstrained fund and Carl Stick’s Rathbone Income fund are among the notable replacements on the White List.

‘Thomas Moore took a lead role on Standard Life UK Equity Income Unconstrained in January 2009, so his entry into the White List is entirely his own work,’ Surguy said.

‘Whilst the concentrated number of holdings can make this vehicle more volatile than many of its peers, its wide remit and focus on dividend growth, rather than simply a high starting dividend, has led to not only strong performance but one of the highest levels of income within the Study.’

‘[Meanwhile] ‘Carl Stick makes a welcome return to the White List with solid returns, a constantly growing income over the past five years and low volatility.’

Other new additions include the Premier Income , AXA Framlington Monthly Income and Liontrust Macro Equity Income funds.

Stephen Message’s Old Mutual UK Equity Income fund makes up the six new entrants. ‘[The fund] has seen many changes over the years. However, since Stephen Message’s appointment in the latter part of 2009, returns have stabilised,’ Surguy said. ‘The addition of Richard Buxton to the already strong team at Old Mutual should further enhance this and we expect big things.’

The Black List

At the bottom of the spectrum Swip UK Income once again finds itself rooted to the bottom of the list.

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