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Funds & Fund Managers

All calculations in GBP
over :
 Average Total Return : 5.9% (30 November 2013 - 30 November 2014)
Total Return Standard Deviation Max Drawdown
1 of 105

Invesco Perpetual UK Strategic Income (No Trl) Inc

12.9%

2.3

-2.1%

2 of 105

Trojan Income O Acc

12.7%

2.4

-2.8%

3 of 105

St James's Place UK High Income Acc

12.5%

2.7

-2.6%

4 of 105

Invesco Perpetual High Income Inc

12.5%

2.1

-2.1%

5 of 105

Majedie UK Income A Inc

12.2%

2.6

-3.0%

6 of 105

Trojan Income Feeder O GBP INC

11.9%

2.3

-2.8%

7 of 105

Invesco Perpetual Income Inc

11.8%

2.1

-2.3%

8 of 105

BlackRock UK Income A Inc

10.8%

2.9

-3.0%

9 of 105

Evenlode Income A Acc

10.4%

2.1

-3.5%

10 of 105

Fidelity MoneyBuilder Dividend

10.0%

2.4

-2.5%

11 of 105

Old Mutual Newton Higher Income A Inc

9.8%

2.6

-3.2%

12 of 105

Newton Higher Income GBP Inc

9.8%

2.6

-3.3%

13 of 105

Royal London UK Equity Income A

9.8%

2.6

-3.1%

14 of 105

Henderson Global Care UK Income A Inc

9.5%

3.1

-3.1%

15 of 105

Franklin UK Equity Income

9.3%

2.6

-3.3%

16 of 105

AXA Framlington Monthly Income R Inc

9.2%

1.5

-1.8%

17 of 105

Threadneedle Investment II UK Eq Inc Ret

8.9%

2.7

-3.5%

17 of 105

Elite Webb Smaller Companies Income & Growth Acc

8.9%

2.9

-8.4%

19 of 105

Threadneedle UK Equity Alpha Inc Net Dist GBP

8.9%

2.9

-4.0%

20 of 105

HL Multi-Manager Income & Growth Pfolio Trust Acc

8.8%

2.3

-2.9%

21 of 105

Threadneedle UK Equity Income Ret Net Inc GBX

8.6%

2.6

-3.5%

22 of 105

Threadneedle UK Monthly Income Ret Net Inc GBX

8.5%

2.5

-3.1%

23 of 105

Standard Life Inv UK Equity Inc Unconstr Ret Acc

8.3%

2.6

-4.4%

24 of 105

Old Mutual Artemis Income A Inc

8.2%

2.6

-2.8%

25 of 105

Ignis UK Equity Income Inc

8.2%

3.2

-3.2%

26 of 105

Rathbone Income Inc

8.1%

2.0

-2.3%

27 of 105

Santander Dividend Income Portfolio Ret Inc

8.0%

2.6

-2.8%

28 of 105

Santander Equity Income Ret Inc

7.9%

2.6

-2.8%

29 of 105

Old Mutual UK Equity Income A Acc

7.9%

3.0

-3.5%

30 of 105

SWIP Multi Manager UK Equity Income A Acc

7.7%

2.5

-2.4%

31 of 105

Barclays UK Equity Income A Acc

7.7%

2.1

-2.4%

32 of 105

St James's Place UK & International Income Acc

7.5%

2.2

-2.8%

33 of 105

Standard Life Inv UK Equity High Income Inst Inc

7.4%

2.5

-3.1%

34 of 105

Artemis Income R Inc

7.4%

2.4

-2.7%

34 of 105

FF & P UK Equity Income

7.4%

1.9

-2.3%

36 of 105

Fidelity Enhanced Income Acc

7.3%

2.1

-3.0%

37 of 105

Rathbone Blue Chip Income & Growth Inc

7.0%

2.7

-4.2%

38 of 105

Invesco Perpetual Income & Growth Inc

7.0%

2.8

-3.6%

39 of 105

IFSL Brooks Macdonald Cautious Growth B Inc

6.8%

1.3

-1.2%

40 of 105

Miton Income R Acc

6.8%

2.3

-2.5%

41 of 105

GLG UK Income Retail Acc A GBP

6.7%

3.0

-3.6%

42 of 105

CF Miton UK Multi Cap Income Ret A Acc

6.7%

1.8

-4.3%

43 of 105

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

6.6%

2.5

-2.8%

44 of 105

Barclays GA - UK Alpha M Inc GBP

6.6%

2.6

-4.3%

45 of 105

S&W Church House Balanced Value & Income A Inc

6.5%

2.3

-2.3%

46 of 105

Marlborough Multi Cap Income Acc

6.4%

2.2

-5.0%

47 of 105

Insight Equity Income Sterling Income Shares

6.3%

2.8

-3.9%

48 of 105

MFM Slater Income A Inc GBP

6.3%

1.4

-1.5%

49 of 105

Santander Equity Income Portfolio Ret Acc

6.2%

2.5

-4.3%

50 of 105

AXA Framlington Blue Chip Equity Income R Acc

6.2%

2.8

-3.3%

51 of 105

Schroder Income A Inc

6.1%

3.0

-5.2%

52 of 105

Liontrust Macro Equity Income Fund - Acc (R)

6.1%

2.5

-2.9%

53 of 105

Jupiter Income Trust

6.0%

2.6

-3.4%

54 of 105

Kames UK Equity Income B Acc

5.9%

3.1

-3.9%

55 of 105

HC KB Enterprise Equity Income A Acc

5.9%

2.3

-3.6%

56 of 105

Premier Monthly Income A Net Inc

5.9%

2.8

-3.5%

57 of 105

Santander Enhanced Income Portfolio Ret Inc

5.8%

2.3

-2.5%

58 of 105

Smith & Williamson UK Equity Income Trust A Inc

5.7%

2.2

-4.0%

59 of 105

Premier Income A Net Inc

5.7%

3.1

-3.8%

60 of 105

Barclays UK Equity Income (Series 2) A Dist

5.5%

2.1

-2.9%

61 of 105

EIP United Kingdom Spec Eq Income Prgme Srs 2 GBP

5.5%

2.2

-2.4%

62 of 105

Lazard MultiCap UK Income Retail Inc

5.3%

2.4

-3.0%

63 of 105

CF Canlife UK Equity Income B Inc

5.0%

2.8

-3.7%

64 of 105

MGTS Ardevora UK Income Acc

5.0%

3.6

-6.3%

65 of 105

Aviva Investors UK Equity Income SC 1

4.7%

2.7

-4.3%

66 of 105

Ardevora UK Income A

4.7%

3.3

-7.2%

67 of 105

NatWest UK Equity S2 Inc

4.6%

2.7

-3.6%

68 of 105

Schroder Income Maximiser A Acc

4.6%

2.4

-4.4%

69 of 105

F&C Responsible UK Income 1 Inc

4.5%

2.2

-2.8%

70 of 105

JPM UK Higher Income A Acc

4.5%

2.5

-4.0%

71 of 105

M&G Dividend A Inc

4.3%

3.1

-4.4%

72 of 105

HSBC Income Inc

3.9%

3.0

-4.2%

73 of 105

RBS Equity Income

3.9%

2.6

-4.5%

74 of 105

St James's Place Equity Income Acc

3.9%

2.4

-3.6%

74 of 105

River and Mercantile UK Equity Income A

3.9%

2.5

-3.4%

76 of 105

Querns Monthly Income Net Acc

3.8%

2.5

-4.4%

77 of 105

Thesis KES Income & Growth Acc

3.7%

1.4

-1.6%

78 of 105

NFU Mutual UK Equity Income B Inc

3.6%

2.5

-4.2%

79 of 105

Neptune Income A Acc GBP

3.5%

2.6

-4.7%

79 of 105

JOHCM UK Equity Income B Acc

3.5%

2.4

-3.2%

81 of 105

Schroder UK Alpha Income A Income

3.5%

2.7

-4.9%

82 of 105

Scottish Widows UK Equity Income A Acc

3.2%

2.7

-5.1%

83 of 105

RWC Enhanced Income B GBP

Currency exposure is hedged

Currency exposure is hedged

3.2%

1.2

-2.0%

84 of 105

F&C UK Equity Income 1 Inc

2.9%

2.3

-3.3%

85 of 105

Neptune Quarterly Income A Acc

2.8%

2.3

-3.4%

86 of 105

AXA Framlington Equity Income R Inc

2.7%

1.9

-3.4%

87 of 105

Henderson UK Strategic Income

2.7%

2.1

-3.8%

88 of 105

Jupiter Responsible Income Acc

2.7%

2.5

-3.1%

89 of 105

Henderson UK Equity Income A Net Inc

2.6%

1.9

-5.5%

90 of 105

St James's Place Allshare Income Acc

2.6%

1.7

-3.4%

91 of 105

Halifax UK Equity Income C

2.4%

3.0

-4.5%

92 of 105

Scottish Widows HIFML UK Equity Inc 1

2.3%

3.0

-4.6%

93 of 105

PFS Chelverton UK Equity Income Inst Inc

2.3%

1.7

-4.7%

94 of 105

Scottish Widows HIFML UK Hi Inc 1

2.3%

2.9

-4.0%

95 of 105

CF JM Finn UK Portfolio A Acc

1.9%

2.8

-5.3%

96 of 105

JPM UK Strategic Equity Income A Inc

1.8%

2.5

-4.0%

97 of 105

Aberdeen UK Equity Dividend A Inc

1.8%

2.8

-4.1%

98 of 105

Montanaro Equity Income GBP

1.7%

2.2

-6.2%

99 of 105

Allianz UK Equity Income A Inc

1.7%

2.4

-4.8%

100 of 105

Aberdeen UK Equity Income A Acc

1.1%

2.9

-6.1%

101 of 105

Legal & General UK Equity Income R Acc

0.6%

2.6

-6.0%

102 of 105

UBS UK Equity Income A Acc Net

0.3%

2.3

-5.8%

103 of 105

Unicorn UK Income A Inc

-1.8%

1.9

-6.6%

104 of 105

IFSL Harewood UK Enhanced Income A Inc

-2.9%

2.5

-5.8%

105 of 105

Elite Charteris Premium Income R Inc

-4.5%

3.3

-8.6%

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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