Register to get unlimited access to all of Citywire’s Fund Manager database. Registration is free and only takes a minute.

Funds & Fund Managers

All calculations in GBP
over :
 Average Total Return : 10.9% (31 May 2014 - 31 May 2015)
Total Return Standard Deviation Max Drawdown
1 of 106

Majedie UK Income A Inc

20.6%

1.6

-1.1%

2 of 106

Henderson Global Care UK Income A Inc

17.8%

2.5

-2.9%

3 of 106

Santander Equity Income Ret Inc

16.8%

2.3

-2.4%

4 of 106

Santander Dividend Income Portfolio Ret Inc

16.8%

2.3

-2.5%

5 of 106

BlackRock UK Income A Inc

16.7%

2.2

-1.9%

6 of 106

Invesco Perpetual Income Inc

16.0%

1.8

-1.0%

7 of 106

Invesco Perpetual High Income Inc

15.9%

1.9

-1.0%

8 of 106

Miton Income R Acc

15.6%

2.1

-2.0%

9 of 106

Montanaro Equity Income GBP

15.5%

2.3

-4.1%

10 of 106

Trojan Income O Acc

15.3%

2.0

-1.8%

11 of 106

F&C Responsible UK Income 1 Inc

15.0%

2.0

-2.2%

12 of 106

MFM Slater Income A Inc GBP

14.8%

1.5

-0.7%

13 of 106

Old Mutual UK Equity Income A Acc

14.7%

2.1

-2.3%

13 of 106

Invesco Perpetual UK Strategic Income (No Trl) Inc

14.7%

1.9

-2.0%

15 of 106

Standard Life Inv UK Equity Inc Unconstr Ret Acc

14.6%

2.8

-3.8%

16 of 106

Trojan Income Feeder O GBP INC

14.5%

2.0

-1.8%

17 of 106

MGTS Ardevora UK Income Acc

14.4%

2.4

-3.7%

18 of 106

Ignis UK Equity Income Inc

14.3%

2.1

-2.8%

19 of 106

Ardevora UK Income A

14.2%

2.4

-3.8%

20 of 106

Standard Life Inv UK Equity High Income Ret Acc

14.2%

2.3

-2.6%

21 of 106

GLG UK Income Retail Acc A GBP

13.9%

2.3

-3.6%

22 of 106

Smith & Williamson UK Equity Income Trust A Inc

13.8%

1.9

-2.6%

23 of 106

HL Multi-Manager Income & Growth Pfolio Trust Acc

13.7%

2.1

-2.9%

24 of 106

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

13.7%

2.1

-2.8%

25 of 106

Marlborough Multi Cap Income A Acc

13.1%

2.1

-3.2%

26 of 106

PFS Chelverton UK Equity Income B Inst Inc

13.1%

2.6

-3.9%

27 of 106

Kames UK Equity Income B Acc

12.9%

2.3

-2.7%

28 of 106

Evenlode Income A Acc

12.9%

2.2

-3.5%

29 of 106

Neptune Quarterly Income A Acc

12.8%

2.3

-3.4%

30 of 106

Premier Income A Net Inc

12.8%

2.3

-3.7%

31 of 106

CF Canlife UK Equity Income B Inc

12.7%

2.4

-3.1%

32 of 106

Rathbone Income Inc

12.7%

1.8

-1.7%

33 of 106

Querns Monthly Income Net Acc

12.3%

2.1

-3.4%

34 of 106

Liontrust Macro Equity Income Fund - Acc (R)

12.3%

2.1

-2.8%

35 of 106

Threadneedle UK Monthly Income Ret Net Inc GBX

12.1%

2.0

-2.5%

35 of 106

Premier Monthly Income A Net Inc

12.1%

2.2

-3.3%

37 of 106

Schroder UK Alpha Income A Income

12.1%

2.4

-3.6%

38 of 106

Neptune Income A Acc GBP

12.0%

2.4

-2.3%

39 of 106

Barclays UK Equity Income A Acc

11.9%

2.0

-2.4%

39 of 106

St James's Place UK High Income Acc

11.9%

2.1

-1.6%

41 of 106

Royal London UK Equity Income A

11.7%

2.1

-3.1%

42 of 106

Barclays UK Equity Income (Series 2) A Dist

11.6%

2.1

-2.7%

43 of 106

Aviva Investors UK Equity Income SC 1

11.5%

2.1

-3.8%

44 of 106

Henderson UK Strategic Income

11.4%

1.7

-1.7%

45 of 106

JOHCM UK Equity Income B Acc

11.2%

2.1

-3.2%

46 of 106

AXA Framlington Blue Chip Equity Income R Acc

11.2%

2.2

-3.3%

46 of 106

M&G Dividend A Inc

11.2%

2.4

-2.8%

48 of 106

Franklin UK Equity Income

11.2%

2.1

-2.4%

49 of 106

Old Mutual Artemis Income A Inc

11.1%

2.1

-2.6%

50 of 106

Artemis Institutional UK Equity Income Dist

11.0%

1.9

-1.8%

51 of 106

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

11.0%

2.1

-2.9%

52 of 106

SWIP Multi Manager UK Equity Income A Acc

11.0%

2.1

-2.4%

53 of 106

Jupiter Responsible Income Acc

10.9%

2.2

-2.9%

54 of 106

Artemis Income R Inc

10.9%

2.0

-1.9%

55 of 106

Invesco Perpetual Income & Growth Inc

10.8%

2.4

-3.6%

56 of 106

Schroder Income A Inc

10.7%

2.1

-2.5%

57 of 106

River and Mercantile UK Equity Income A

10.4%

2.0

-2.9%

57 of 106

RBS Equity Income

10.4%

2.0

-3.8%

59 of 106

Lazard MultiCap UK Income Retail Inc

10.3%

1.8

-3.0%

60 of 106

JPM UK Higher Income A Acc

10.3%

2.0

-2.7%

60 of 106

Elite Webb Smaller Companies Income & Growth Acc

10.3%

2.6

-6.2%

62 of 106

Fidelity UK Income Opportunities A Acc

10.3%

2.4

-4.0%

63 of 106

Insight Equity Income Sterling Income Shares

10.3%

1.9

-2.0%

64 of 106

Threadneedle Investment II UK Eq Inc Ret

10.2%

2.3

-3.5%

65 of 106

Old Mutual Newton Higher Income A Inc

10.1%

2.3

-2.9%

66 of 106

Threadneedle UK Equity Income Ret Net Inc GBX

10.0%

2.3

-3.5%

67 of 106

Newton UK Income GBP Inc

10.0%

2.3

-2.8%

68 of 106

Fidelity MoneyBuilder Dividend

9.9%

1.9

-1.7%

69 of 106

St James's Place UK & International Income Acc

9.9%

1.7

-1.5%

70 of 106

CF Miton UK Multi Cap Income Ret A Acc

9.8%

1.8

-3.4%

71 of 106

JPM UK Strategic Equity Income A Inc

9.5%

2.0

-2.7%

72 of 106

Schroder Income Maximiser A Acc

9.4%

1.7

-1.7%

73 of 106

HC KB Enterprise Equity Income A Acc

9.4%

2.0

-3.6%

74 of 106

Rathbone Blue Chip Income & Growth Inc

9.4%

1.9

-2.0%

75 of 106

Santander Equity Income Portfolio Ret Acc

9.4%

2.2

-4.3%

76 of 106

Threadneedle UK Equity Alpha Inc Net Dist GBP

9.3%

2.6

-4.0%

77 of 106

Insight Equity Inc Booster Sterling Income Shares

9.3%

1.6

-1.7%

78 of 106

Allianz UK Equity Income A Inc

9.1%

1.9

-4.8%

79 of 106

Santander Enhanced Income Portfolio Ret Inc

9.0%

2.0

-2.5%

80 of 106

Fidelity Enhanced Income Acc

8.8%

1.5

-1.5%

81 of 106

Barclays GA - UK Alpha M Inc GBP

8.3%

2.2

-4.1%

82 of 106

Legal & General UK Equity Income R Acc

8.2%

2.1

-3.1%

83 of 106

Thesis KES Income & Growth Acc

8.2%

1.2

-1.6%

84 of 106

Jupiter Income Trust

8.1%

2.1

-3.0%

85 of 106

HSBC Income Inc

8.1%

2.0

-2.4%

86 of 106

Halifax UK Equity Income C

8.0%

2.3

-4.5%

86 of 106

SVS Church House Balanced Equity Income A Inc

8.0%

1.7

-1.9%

88 of 106

Scottish Widows HIFML UK Hi Inc 1

8.0%

2.2

-3.9%

89 of 106

Scottish Widows HIFML UK Equity Inc 1

7.9%

2.3

-4.6%

90 of 106

AXA Framlington Monthly Income R Inc

7.6%

1.4

-1.8%

91 of 106

Scottish Widows UK Equity Income A Acc

7.5%

2.4

-4.7%

92 of 106

Henderson UK Equity Income & Growth A Net Inc

7.5%

2.0

-4.5%

93 of 106

NatWest UK Equity S2 Inc

7.4%

2.4

-3.6%

94 of 106

St James's Place Allshare Income Acc

7.2%

1.5

-3.0%

95 of 106

CF JM Finn UK Portfolio A Acc

7.1%

2.2

-3.4%

96 of 106

F&C UK Equity Income 1 Inc

6.7%

1.9

-2.2%

97 of 106

Aberdeen UK Equity Dividend A Inc

6.6%

2.1

-3.9%

98 of 106

Unicorn UK Income A Inc

6.1%

2.2

-5.9%

99 of 106

NFU Mutual UK Equity Income B Inc

6.0%

2.1

-4.2%

100 of 106

FF & P UK Equity Income

5.1%

1.7

-2.3%

101 of 106

UBS UK Equity Income A Acc Net

4.4%

2.3

-5.4%

102 of 106

Aberdeen UK Equity Income A Acc

3.7%

2.1

-6.1%

103 of 106

St James's Place Equity Income Acc

3.6%

2.0

-3.6%

104 of 106

Elite Charteris Premium Income R Inc

3.4%

3.1

-8.0%

105 of 106

RWC Enhanced Income B GBP

Currency exposure is hedged

Currency exposure is hedged

2.3%

1.0

-2.0%

106 of 106

IFSL Harewood UK Enhanced Income A Inc

-2.0%

2.4

-7.4%

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

CF Woodford Equity Income A Acc

Close OLIM UK Equity Acc

Invesco UK Equity Income A Acc GBP

Majedie Asset Management UK Income Z Acc

Old Mutual WoodFord Equity Income A GBP Acc

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.

BlackRock ups stake in Woodford Patient Capital to £124m

BlackRock has upped its stake in the Woodford Patient Capital trust to 13.37%, worth around £124 million.

Broker slaps a 'sell' warning on Woodford Patient Capital

Brokers at Stifel have slapped a ‘sell’ recommendation on the Woodford Patient Capital trust due to concerns over the size of its current premium to net asset value (NAV).

Charles Montanaro: why I don't invest in 'lobster pot' AIM

Montanaro refuses to be seduce by arguments that AIM is a stockpickers' paradise at the market celebrates its 20-year anniversary.

Miton's Williams: institutional resurgence can fire AIM

AA-rated Miton UK Smaller Companies manager Gervais Williams believes a protracted period of low growth in the main markets will reignite institutional interest in AIM.

Litigation smoke: time to stub out tobacco stocks?

Could a recent Canadian class action prove to be a tipping point for this favoured, yet controversial, sector?

Duracell bunnies: 20 fund managers who consistently deliver

We have trawled through our database to highlight the 20 most consistently Citywire AAA-rated managers over the last three years.

Columbia Threadneedle UK analyst quits for Schroders

Andrew Evans has exited Columbia Threadneedle's UK equity team for Schroders.

FTSE snaps losing streak on hopes of Greek breakthrough

FTSE 100 recovery gathers strength during day while European markets post strong gains on hopes of Greek breakthrough.

Woodford pours £21m into AJ Bell

Fund manager Neil Woodford has invested £21 million in pension and platform provider AJ Bell.

AA-rated Yarrow: 10 income stocks for next five years

Evenlode Income fund managers Hugh Yarrow and Ben Peters identify 10 stocks the expect to produce sustainable dividend growth for the next five years.

Read More