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Funds & Fund Managers

All calculations in GBP
over :
 Average Total Return : 6.8% (28 February 2014 - 28 February 2015)
Total Return Standard Deviation Max Drawdown
1 of 106

Majedie UK Income A Inc

16.2%

2.1

-3.0%

2 of 106

Invesco Perpetual High Income Inc

14.2%

1.9

-1.0%

3 of 106

Invesco Perpetual Income Inc

13.7%

1.8

-1.0%

4 of 106

Evenlode Income A Acc

13.4%

2.1

-3.5%

5 of 106

Trojan Income O Acc

13.1%

1.8

-1.8%

6 of 106

Invesco Perpetual UK Strategic Income (No Trl) Inc

13.1%

1.7

-2.0%

7 of 106

Trojan Income Feeder O GBP INC

12.3%

1.8

-1.8%

8 of 106

Neptune Income A Acc GBP

11.8%

2.5

-2.3%

9 of 106

St James's Place UK High Income Acc

11.6%

2.0

-1.6%

10 of 106

Rathbone Income Inc

11.4%

1.7

-1.7%

11 of 106

BlackRock UK Income A Inc

11.2%

2.4

-2.6%

12 of 106

Franklin UK Equity Income

11.1%

2.1

-2.4%

13 of 106

Fidelity MoneyBuilder Dividend

10.7%

1.9

-1.7%

14 of 106

Santander Dividend Income Portfolio Ret Inc

10.7%

2.3

-2.5%

15 of 106

Santander Equity Income Ret Inc

10.6%

2.3

-2.4%

16 of 106

MFM Slater Income A Inc GBP

10.5%

1.7

-1.5%

16 of 106

HL Multi-Manager Income & Growth Pfolio Trust Acc

10.5%

2.2

-2.9%

18 of 106

Elite Webb Smaller Companies Income & Growth Acc

10.4%

2.9

-8.4%

18 of 106

Rathbone Blue Chip Income & Growth Inc

10.4%

1.9

-2.0%

20 of 106

Henderson Global Care UK Income A Inc

10.2%

2.5

-3.1%

21 of 106

Neptune Quarterly Income A Acc

9.4%

2.2

-3.4%

22 of 106

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

8.9%

2.2

-2.8%

23 of 106

Old Mutual Artemis Income A Inc

8.9%

2.2

-2.6%

24 of 106

Old Mutual UK Equity Income A Acc

8.8%

2.3

-3.3%

25 of 106

Threadneedle UK Monthly Income Ret Net Inc GBX

8.7%

2.2

-3.1%

26 of 106

Jupiter Income Trust

8.6%

2.3

-3.0%

27 of 106

Threadneedle Investment II UK Eq Inc Ret

8.6%

2.4

-3.5%

28 of 106

Schroder Income A Inc

8.5%

2.9

-5.2%

29 of 106

SWIP Multi Manager UK Equity Income A Acc

8.5%

2.2

-2.4%

30 of 106

Fidelity Enhanced Income Acc

8.4%

1.5

-1.5%

30 of 106

Royal London UK Equity Income A

8.4%

2.1

-3.1%

32 of 106

Old Mutual Newton Higher Income A Inc

8.4%

2.1

-2.9%

33 of 106

Newton Higher Income GBP Inc

8.2%

2.1

-2.8%

34 of 106

Threadneedle UK Equity Alpha Inc Net Dist GBP

8.2%

2.8

-4.0%

35 of 106

Barclays UK Equity Income A Acc

8.1%

2.1

-2.4%

36 of 106

Standard Life Inv UK Equity Inc Unconstr Ret Acc

8.0%

2.5

-4.4%

37 of 106

Artemis Institutional Equity Income Dist

8.0%

2.0

-2.5%

38 of 106

Barclays UK Equity Income (Series 2) A Dist

7.9%

2.3

-2.9%

39 of 106

St James's Place UK & International Income Acc

7.9%

1.8

-2.1%

40 of 106

Insight Equity Income Sterling Income Shares

7.9%

2.2

-2.8%

41 of 106

Invesco Perpetual Income & Growth Inc

7.8%

2.5

-3.6%

42 of 106

Artemis Income R Inc

7.8%

2.1

-2.6%

43 of 106

Insight Equity Inc Booster Sterling Income Shares

7.8%

1.8

-2.0%

44 of 106

Kames UK Equity Income B Acc

7.8%

2.5

-3.3%

45 of 106

Miton Income R Acc

7.7%

2.1

-2.5%

46 of 106

Threadneedle UK Equity Income Ret Net Inc GBX

7.4%

2.4

-3.5%

47 of 106

Standard Life Inv UK Equity High Income Ret Acc

7.3%

2.4

-3.6%

48 of 106

Santander Equity Income Portfolio Ret Acc

7.2%

2.3

-4.3%

49 of 106

Ignis UK Equity Income Inc

7.1%

2.1

-3.1%

50 of 106

CF Canlife UK Equity Income B Inc

7.1%

2.4

-3.7%

51 of 106

Aviva Investors UK Equity Income SC 1

6.9%

2.3

-4.3%

52 of 106

EIP United Kingdom Spec Eq Income Prgme Srs 2 GBP

6.8%

2.0

-2.4%

53 of 106

M&G Dividend A Inc

6.7%

2.5

-2.8%

54 of 106

Henderson UK Strategic Income

6.6%

1.6

-2.3%

55 of 106

HC KB Enterprise Equity Income A Acc

6.6%

2.2

-3.6%

56 of 106

Querns Monthly Income Net Acc

6.5%

2.4

-4.4%

57 of 106

Thesis KES Income & Growth Acc

6.5%

1.4

-1.6%

58 of 106

Schroder UK Alpha Income A Income

6.4%

2.6

-4.9%

58 of 106

Schroder Income Maximiser A Acc

6.4%

2.2

-4.4%

60 of 106

Smith & Williamson UK Equity Income Trust A Inc

6.4%

1.9

-4.0%

61 of 106

SVS Church House Balanced Equity Income Inc

6.2%

1.8

-2.1%

62 of 106

Liontrust Macro Equity Income Fund - Acc (R)

6.2%

2.2

-2.9%

63 of 106

AXA Framlington Monthly Income R Inc

6.0%

1.1

-1.8%

64 of 106

GLG UK Income Retail Acc A GBP

6.0%

2.2

-3.6%

65 of 106

AXA Framlington Blue Chip Equity Income R Acc

5.9%

2.0

-3.3%

66 of 106

RBS Equity Income

5.9%

2.2

-4.5%

67 of 106

Santander Enhanced Income Portfolio Ret Inc

5.7%

1.8

-2.5%

68 of 106

NatWest UK Equity S2 Inc

5.6%

2.4

-3.6%

69 of 106

FF & P UK Equity Income

5.6%

1.9

-2.3%

70 of 106

F&C Responsible UK Income 1 Inc

5.4%

1.8

-2.8%

71 of 106

Marlborough Multi Cap Income Acc

5.2%

2.0

-5.0%

72 of 106

Barclays GA - UK Alpha M Inc GBP

5.1%

2.5

-4.3%

73 of 106

Premier Monthly Income A Net Inc

5.1%

2.3

-3.5%

74 of 106

Allianz UK Equity Income A Inc

4.9%

2.0

-4.8%

75 of 106

Lazard MultiCap UK Income Retail Inc

4.8%

1.8

-3.0%

76 of 106

Montanaro Equity Income GBP

4.8%

2.2

-6.2%

77 of 106

CF JM Finn UK Portfolio A Acc

4.7%

2.3

-3.4%

78 of 106

Premier Income A Net Inc

4.6%

2.4

-3.8%

79 of 106

PFS Chelverton UK Equity Income B Inst Inc

4.4%

2.0

-4.7%

80 of 106

River and Mercantile UK Equity Income A

4.2%

1.9

-3.4%

81 of 106

MGTS Ardevora UK Income Acc

4.2%

2.8

-6.3%

82 of 106

F&C UK Equity Income 1 Inc

4.2%

1.8

-2.2%

83 of 106

NFU Mutual UK Equity Income B Inc

4.0%

2.0

-4.2%

84 of 106

HSBC Income Inc

3.8%

2.0

-3.2%

85 of 106

JOHCM UK Equity Income B Acc

3.7%

2.1

-3.2%

86 of 106

Aberdeen UK Equity Income A Acc

3.7%

2.2

-6.1%

87 of 106

Jupiter Responsible Income Acc

3.4%

2.1

-3.1%

88 of 106

Scottish Widows UK Equity Income A Acc

3.4%

2.7

-5.1%

89 of 106

Scottish Widows HIFML UK Hi Inc 1

3.3%

2.3

-3.9%

89 of 106

CF Miton UK Multi Cap Income Ret A Acc

3.3%

1.6

-4.3%

91 of 106

Halifax UK Equity Income C

3.2%

2.4

-4.5%

92 of 106

Scottish Widows HIFML UK Equity Inc 1

3.1%

2.4

-4.6%

93 of 106

Ardevora UK Income A

3.0%

2.5

-7.2%

94 of 106

JPM UK Higher Income A Acc

2.4%

2.0

-4.0%

95 of 106

St James's Place Equity Income Acc

2.3%

2.3

-3.6%

96 of 106

UBS UK Equity Income A Acc Net

2.2%

2.3

-5.8%

97 of 106

RWC Enhanced Income B GBP

Currency exposure is hedged

Currency exposure is hedged

2.2%

1.2

-2.0%

98 of 106

JPM UK Strategic Equity Income A Inc

1.8%

1.9

-4.0%

99 of 106

Aberdeen UK Equity Dividend A Inc

1.7%

2.3

-4.1%

100 of 106

St James's Place Allshare Income Acc

1.1%

1.3

-3.4%

101 of 106

AXA Framlington Equity Income R Inc

1.0%

1.7

-3.4%

102 of 106

Henderson UK Equity Income & Growth A Net Inc

1.0%

1.7

-5.5%

103 of 106

Legal & General UK Equity Income R Acc

0.0%

2.1

-6.0%

104 of 106

Elite Charteris Premium Income R Inc

-0.5%

3.1

-8.6%

105 of 106

Unicorn UK Income A Inc

-1.1%

2.0

-6.6%

106 of 106

IFSL Harewood UK Enhanced Income A Inc

-3.1%

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

Fidelity UK Income Opportunities A Acc

Invesco UK Equity Income A Acc GBP

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

Majedie Asset Management UK Income Z 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.

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