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Funds & Fund Managers

All calculations in GBP
over :
 Average Total Return : 7.8% (30 September 2013 - 30 September 2014)
Total Return Standard Deviation Max Drawdown
1 of 105

Elite Webb Smaller Companies Income & Growth Acc

18.7%

3.0

-6.0%

2 of 105

AXA Framlington Monthly Income R Inc

15.7%

1.8

-1.1%

3 of 105

Majedie UK Income A Inc

14.2%

3.2

-3.2%

4 of 105

Invesco Perpetual UK Strategic Income (No Trl) Inc

13.7%

2.3

-2.1%

5 of 105

Evenlode Income A Acc

12.4%

2.2

-3.5%

6 of 105

St James's Place UK High Income Acc

12.3%

2.5

-2.6%

7 of 105

CF Miton UK Multi Cap Income Ret A Acc

12.2%

2.2

-3.6%

8 of 105

Invesco Perpetual Income Inc

11.9%

2.0

-2.3%

9 of 105

Marlborough Multi Cap Income Acc

11.8%

2.7

-5.0%

10 of 105

MFM Slater Income A Inc GBP

11.8%

2.5

-1.5%

11 of 105

Invesco Perpetual High Income Inc

11.7%

2.0

-2.1%

12 of 105

BlackRock UK Income A Inc

11.6%

3.1

-3.0%

13 of 105

Trojan Income O Acc

11.6%

2.6

-2.8%

14 of 105

MGTS Ardevora UK Income Acc

10.8%

4.1

-6.3%

15 of 105

Franklin UK Equity Income

10.8%

2.9

-3.3%

16 of 105

AXA Framlington Blue Chip Equity Income R Acc

10.7%

3.2

-3.0%

17 of 105

Royal London UK Equity Income A

10.5%

2.9

-3.1%

18 of 105

Trojan Income Feeder O GBP INC

10.3%

2.5

-2.8%

18 of 105

Old Mutual Artemis Income A Inc

10.3%

2.8

-2.8%

20 of 105

St James's Place UK & International Income Acc

10.1%

2.4

-2.8%

21 of 105

Ignis UK Equity Income Inc

10.0%

3.5

-3.2%

22 of 105

Old Mutual UK Equity Income A Acc

9.9%

3.3

-3.5%

23 of 105

Standard Life Inv UK Equity Inc Unconstr Ret Acc

9.8%

2.7

-3.4%

24 of 105

Liontrust Macro Equity Income Fund - Acc (R)

9.7%

3.1

-2.9%

25 of 105

Ardevora UK Income A

9.6%

3.8

-6.4%

26 of 105

HL Multi-Manager Income & Growth Pfolio Trust Acc

9.5%

2.1

-1.9%

27 of 105

Fidelity MoneyBuilder Dividend

9.4%

2.5

-2.5%

27 of 105

Threadneedle UK Equity Alpha Inc Net Dist GBP

9.4%

3.0

-4.0%

29 of 105

Threadneedle Investment II UK Eq Inc Ret

9.4%

2.8

-3.5%

30 of 105

Premier Inc A Net Inc

9.4%

3.3

-3.8%

31 of 105

Threadneedle UK Equity Income Ret Net Inc GBX

9.3%

2.7

-3.5%

32 of 105

Henderson Global Care UK Income A Inc

9.2%

3.2

-3.1%

32 of 105

Threadneedle UK Monthly Income Ret Net Inc GBX

9.2%

2.7

-3.1%

34 of 105

Old Mutual Newton Higher Income A Inc

9.2%

2.7

-3.2%

35 of 105

Artemis Income R Inc

9.1%

2.5

-2.7%

36 of 105

Lazard MultiCap UK Income Retail Inc

9.1%

2.7

-2.6%

37 of 105

Newton Higher Income GBP Inc

9.0%

2.7

-3.3%

38 of 105

GLG UK Income Retail Acc A GBP

9.0%

3.2

-3.6%

38 of 105

Rathbone Income Inc

9.0%

2.0

-2.3%

40 of 105

AXA Framlington Equity Income R Inc

8.8%

2.2

-3.1%

41 of 105

Insight Equity Income Sterling Income Shares

8.8%

3.0

-3.9%

42 of 105

Smith & Williamson UK Equity Income Trust A Inc

8.8%

2.7

-4.0%

43 of 105

Henderson UK Equity Income A Net Inc

8.7%

2.3

-3.8%

44 of 105

Premier Monthly Income A Net Inc

8.6%

3.1

-3.5%

45 of 105

SWIP Multi Manager UK Equity Income A Acc

8.5%

2.7

-2.4%

46 of 105

Santander Equity Income Ret Inc

8.4%

2.8

-2.8%

47 of 105

Jupiter Income Trust

8.4%

2.8

-3.4%

48 of 105

Barclays UK Equity Income A Acc

8.4%

2.3

-2.2%

49 of 105

Rathbone Blue Chip Income & Growth Inc

8.3%

2.9

-4.2%

50 of 105

PFS Chelverton UK Equity Income Inst Inc

8.3%

2.3

-3.7%

51 of 105

Barclays UK Equity Inc (2) A Inc

8.3%

2.4

-2.9%

52 of 105

Santander Dividend Income Portfolio Ret Inc

8.2%

2.8

-2.8%

53 of 105

Schroder Income A Inc

8.2%

3.2

-5.2%

54 of 105

JOHCM UK Equity Income B Acc

8.0%

2.8

-3.1%

55 of 105

EIP United Kingdom Spec Eq Income Prgme Srs 2 GBP

8.0%

2.6

-2.4%

56 of 105

PSigma Income R Acc

7.9%

2.5

-2.5%

57 of 105

Santander Enhanced Income Portfolio Ret Inc

7.9%

2.6

-2.5%

58 of 105

Kames UK Equity Income B Acc

7.7%

3.2

-3.9%

59 of 105

Fidelity Enhanced Income Acc

7.6%

2.2

-3.0%

60 of 105

FF & P UK Equity Income

7.1%

2.1

-2.3%

61 of 105

Santander Equity Income Portfolio Ret Acc

7.0%

2.5

-2.6%

62 of 105

JPM UK Higher Income A Acc

7.0%

2.9

-4.0%

63 of 105

Barclays GA - UK Alpha M Inc GBP

6.9%

2.7

-3.6%

64 of 105

St James's Place Allshare Income Acc

6.9%

1.9

-2.4%

65 of 105

JPM UK Strategic Equity Income A Inc

6.8%

2.9

-3.8%

66 of 105

F&C Stewardship Income 1 Inc

6.6%

2.6

-2.8%

66 of 105

Invesco Perpetual Income & Growth Inc

6.6%

2.9

-3.6%

68 of 105

Jupiter Responsible Income Acc

6.5%

2.8

-3.1%

69 of 105

River and Mercantile UK Equity Income A

6.4%

2.8

-3.4%

70 of 105

S&W Church House Balanced Value & Income Inc

6.3%

2.3

-2.3%

71 of 105

HC KB Enterprise Equity Income A Acc

6.3%

2.2

-2.2%

72 of 105

Standard Life Inv UK Equity High Income Inst Inc

6.1%

2.9

-4.6%

73 of 105

Schroder Income Maximiser A Acc

6.0%

2.6

-4.4%

74 of 105

Halifax UK Equity Income C

5.9%

3.1

-4.0%

75 of 105

NatWest UK Equity S2 Inc

5.9%

2.8

-3.2%

76 of 105

Scottish Widows HIFML UK Equity Inc 1

5.8%

3.1

-4.0%

77 of 105

Neptune Income A Acc GBP

5.7%

2.5

-4.7%

78 of 105

RWC Enhanced Income B GBP

Currency exposure is hedged

Currency exposure is hedged

5.5%

1.6

-2.0%

79 of 105

HSBC Income Inc

5.5%

3.2

-4.2%

80 of 105

ConBrio B.E.S.T Income - Retail Inc

5.5%

2.5

-2.7%

81 of 105

IFSL Brooks Macdonald Cautious Growth B Inc

5.4%

1.2

-1.2%

82 of 105

Legal & General UK Equity Income R Acc

5.3%

3.1

-6.0%

83 of 105

St James's Place Equity Income Acc

5.1%

2.6

-2.8%

84 of 105

Querns Monthly Income Net Acc

5.1%

2.8

-4.4%

84 of 105

Scottish Widows HIFML UK Hi Inc 1

5.1%

3.1

-4.0%

86 of 105

Schroder UK Alpha Income A Income

5.0%

3.1

-4.9%

87 of 105

Aviva Investors UK Equity Income SC 1

4.9%

3.0

-4.3%

88 of 105

CF JM Finn UK Portfolio A Acc

4.9%

3.1

-5.3%

89 of 105

UBS UK Equity Income A Acc Net

4.9%

2.7

-4.9%

90 of 105

M&G Dividend A Inc

4.8%

3.1

-4.4%

91 of 105

SWIP UK Income A Inc

4.7%

3.0

-3.9%

92 of 105

F&C UK Equity Income 1 Inc

4.5%

2.6

-3.9%

93 of 105

Henderson UK Strategic Income

4.2%

2.2

-3.8%

94 of 105

CF Canlife UK Equity Income B Inc

4.2%

3.0

-3.7%

95 of 105

Allianz UK Equity Income A Inc

3.9%

2.6

-3.7%

96 of 105

Scottish Widows UK Equity Income A Acc

3.9%

2.5

-3.4%

97 of 105

Neptune Quarterly Income A Acc

3.8%

2.4

-3.4%

98 of 105

Aberdeen UK Equity Income A Acc

3.7%

3.1

-5.2%

99 of 105

NFU Mutual UK Equity Income B Inc

3.4%

2.6

-4.0%

100 of 105

Montanaro Equity Income GBP

3.4%

2.4

-6.2%

101 of 105

Unicorn UK Income A Inc

3.1%

2.3

-6.3%

102 of 105

RBS Equity Income

2.9%

3.1

-5.7%

103 of 105

Thesis KES Income & Growth Acc

1.9%

1.3

-1.6%

104 of 105

IFSL Harewood UK Enhanced Income A Inc

-0.6%

2.6

-3.9%

105 of 105

Elite Charteris Premium Income R Inc

-5.2%

3.8

-9.0%

Funds with less than 12 months history are below. View 1 month performance

CF Woodford Equity Income A Acc

City Financial UK Income Opportunities A Acc

Close OLIM UK Equity Acc

Invesco UK Equity Income A Acc GBP

Liontrust GF Macro Equity Income - Dist (C1 - GBP)

Show more funds

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in GBP). Portions of the information contained on this page was derived by Citywire Financial Publishers Ltd using content supplied by Lipper, A Reuters Company.

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