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Funds & Fund Managers

All calculations in GBP
over :
 Average Total Return : 7.0% (30 June 2014 - 30 June 2015)
Total Return Standard Deviation Max Drawdown
1 of 107

CF Woodford Equity Income A Acc

16.9%

2.6

-4.5%

2 of 107

Montanaro Equity Income GBP

15.4%

2.3

-2.9%

3 of 107

Majedie UK Income A Inc

14.5%

2.4

-4.8%

4 of 107

Henderson Global Care UK Income A Inc

14.1%

3.0

-5.3%

5 of 107

Standard Life Inv UK Equity Inc Unconstr Ret Acc

13.8%

2.9

-3.3%

6 of 107

Marlborough Multi Cap Income A Acc

13.5%

2.1

-1.8%

7 of 107

Elite Webb Smaller Companies Income & Growth Acc

13.1%

2.6

-5.2%

8 of 107

F&C Responsible UK Income 1 Inc

12.3%

2.4

-3.9%

9 of 107

MFM Slater Income A Inc GBP

12.2%

1.8

-2.3%

10 of 107

PFS Chelverton UK Equity Income B Inst Inc

12.1%

2.7

-3.1%

11 of 107

Santander Equity Income Ret Inc

11.9%

2.9

-5.2%

12 of 107

Santander Dividend Income Portfolio Ret Inc

11.8%

2.9

-5.3%

13 of 107

BlackRock UK Income A Inc

11.8%

2.8

-4.7%

14 of 107

Standard Life Inv UK Equity High Income Ret Acc

11.5%

2.7

-4.0%

15 of 107

Old Mutual UK Equity Income A Acc

11.2%

2.7

-5.3%

16 of 107

HL Multi-Manager Income & Growth Pfolio Trust Acc

11.2%

2.4

-3.9%

17 of 107

MGTS Ardevora UK Income Acc

11.1%

2.8

-4.4%

18 of 107

Miton Income R Acc

10.9%

2.8

-5.2%

19 of 107

GLG UK Income Retail Acc A GBP

10.7%

2.6

-4.2%

20 of 107

Invesco Perpetual UK Strategic Income (No Trl) Inc

10.4%

2.5

-4.8%

21 of 107

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

10.3%

2.5

-4.0%

22 of 107

Smith & Williamson UK Equity Income Trust A Inc

10.2%

2.5

-5.1%

23 of 107

Trojan Income O Acc

10.0%

2.8

-5.4%

24 of 107

CF Canlife UK Equity Income B Inc

9.9%

2.8

-4.9%

25 of 107

Invesco Perpetual Income Inc

9.7%

2.6

-5.6%

26 of 107

Neptune Quarterly Income A Acc

9.7%

2.8

-5.7%

26 of 107

Invesco Perpetual High Income Inc

9.7%

2.8

-5.7%

28 of 107

Premier Income A Net Inc

9.4%

2.8

-4.9%

29 of 107

Invesco UK Equity Income A Acc GBP

9.3%

2.6

-5.6%

30 of 107

Trojan Income Feeder O GBP INC

9.2%

2.8

-5.4%

31 of 107

Jupiter Responsible Income Acc

9.0%

2.5

-4.5%

32 of 107

Premier Monthly Income A Net Inc

8.9%

2.7

-4.9%

33 of 107

Ignis UK Equity Income Inc

8.8%

2.8

-5.2%

34 of 107

Kames UK Equity Income B Acc

8.8%

2.9

-5.6%

35 of 107

Rathbone Income Inc

8.8%

2.4

-4.8%

36 of 107

Querns Monthly Income Net Acc

8.7%

2.6

-4.9%

37 of 107

Ardevora UK Income A

8.6%

3.1

-6.2%

38 of 107

M&G Dividend A Inc

8.3%

2.8

-4.9%

39 of 107

Evenlode Income A Acc

8.2%

2.9

-6.0%

40 of 107

Fidelity UK Income Opportunities A Acc

8.2%

2.7

-4.2%

41 of 107

Aviva Investors UK Equity Income SC 1 Inc

8.0%

2.7

-5.1%

42 of 107

Liontrust Macro Equity Income Fund - Acc (R)

7.9%

2.7

-4.7%

43 of 107

Barclays UK Equity Income A Acc

7.9%

2.5

-4.7%

44 of 107

Unicorn UK Income A Inc

7.8%

2.1

-4.1%

45 of 107

Schroder UK Alpha Income A Income

7.7%

3.0

-5.7%

46 of 107

Barclays UK Equity Income (Series 2) A Dist

7.7%

2.6

-4.7%

47 of 107

Threadneedle UK Monthly Income Ret Net Inc GBX

7.5%

2.7

-5.8%

48 of 107

JOHCM UK Equity Income B Acc

7.4%

2.6

-5.1%

49 of 107

Old Mutual Artemis Income A Inc

7.4%

2.7

-5.8%

50 of 107

Neptune Income A Acc GBP

7.1%

3.1

-6.6%

51 of 107

Henderson UK Strategic Income

7.1%

2.2

-4.3%

52 of 107

Royal London UK Equity Income A

7.0%

2.8

-5.7%

53 of 107

Invesco Perpetual Income & Growth Inc

6.9%

3.0

-5.7%

54 of 107

River and Mercantile UK Equity Income A

6.8%

2.5

-4.6%

54 of 107

Schroder Income A Inc

6.8%

2.7

-5.2%

54 of 107

HC KB Enterprise Equity Income A Acc

6.8%

2.4

-4.0%

57 of 107

Lazard MultiCap UK Income Retail Inc

6.8%

2.2

-4.3%

58 of 107

Threadneedle Investment II UK Eq Inc Ret

6.8%

2.8

-5.3%

59 of 107

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

6.7%

2.6

-4.7%

60 of 107

SWIP Multi Manager UK Equity Income A Acc

6.6%

2.8

-5.8%

61 of 107

Thesis KES Income & Growth Acc

6.6%

1.5

-2.8%

62 of 107

AXA Framlington Blue Chip Equity Income R Acc

6.5%

2.8

-5.7%

63 of 107

Artemis Institutional UK Equity Income Dist

6.5%

2.6

-5.8%

64 of 107

Schroder Income Maximiser A Acc

6.4%

2.1

-4.2%

65 of 107

Artemis Income R Inc

6.2%

2.8

-6.0%

66 of 107

Threadneedle UK Equity Alpha Inc Net Dist GBP

6.1%

3.1

-5.8%

67 of 107

Franklin UK Equity Income

5.9%

2.9

-6.3%

68 of 107

Insight Equity Income Sterling Income Shares

5.8%

2.7

-6.0%

69 of 107

JPM UK Higher Income A Acc

5.7%

2.7

-5.4%

70 of 107

Santander Equity Income Portfolio Ret Acc

5.6%

2.7

-5.2%

71 of 107

JPM UK Strategic Equity Income A Inc

5.6%

2.6

-5.1%

72 of 107

Santander Enhanced Income Portfolio Ret Inc

5.6%

2.5

-4.9%

73 of 107

St James's Place UK High Income Acc

5.4%

2.9

-6.4%

74 of 107

RBS Equity Income

5.4%

2.8

-6.4%

75 of 107

St James's Place Allshare Income Acc

5.4%

1.8

-3.2%

76 of 107

St James's Place UK & International Income Acc

5.3%

2.5

-5.6%

77 of 107

Barclays GA - UK Alpha M Inc GBP

5.0%

2.6

-4.5%

78 of 107

Insight Equity Inc Booster Sterling Income Shares

4.9%

2.4

-5.6%

79 of 107

Henderson UK Equity Income & Growth A Net Inc

4.7%

2.4

-4.5%

80 of 107

AXA Framlington Monthly Income R Inc

4.7%

1.8

-3.4%

81 of 107

Old Mutual Newton Higher Income A Inc

4.6%

3.1

-6.8%

82 of 107

Newton UK Income GBP Inc

4.5%

3.1

-6.8%

83 of 107

Fidelity MoneyBuilder Dividend

4.4%

2.6

-5.6%

83 of 107

Legal & General UK Equity Income R Acc

4.4%

2.7

-5.8%

85 of 107

Close OLIM UK Equity Acc

4.2%

2.9

-5.3%

85 of 107

SVS Church House Balanced Equity Income A Inc

4.2%

2.3

-5.0%

87 of 107

Allianz UK Equity Income A Inc

4.0%

2.6

-5.3%

88 of 107

Jupiter Income Trust

3.6%

2.8

-6.3%

89 of 107

HSBC Income Inc

3.6%

2.7

-6.2%

90 of 107

Rathbone Blue Chip Income & Growth Inc

3.6%

2.8

-6.1%

91 of 107

Threadneedle UK Equity Income Ret Net Inc GBX

3.6%

3.2

-7.2%

92 of 107

Fidelity Enhanced Income Acc

3.4%

2.3

-5.5%

93 of 107

NFU Mutual UK Equity Income B Inc

3.1%

2.5

-5.0%

94 of 107

Scottish Widows UK Equity Income A Acc

2.5%

3.1

-6.0%

95 of 107

NatWest UK Equity S2 Inc

2.4%

3.0

-5.9%

96 of 107

F&C UK Equity Income 1 Inc

2.3%

2.5

-5.1%

97 of 107

Halifax UK Equity Income C

2.2%

3.2

-6.9%

98 of 107

Scottish Widows HIFML UK Hi Inc 1

2.1%

3.1

-6.9%

99 of 107

Scottish Widows HIFML UK Equity Inc 1

2.1%

3.2

-6.9%

100 of 107

FF & P UK Equity Income

1.8%

2.2

-4.1%

101 of 107

CF JM Finn UK Portfolio A Acc

1.5%

3.0

-7.0%

102 of 107

UBS UK Equity Income A Acc Net

1.2%

2.8

-5.8%

103 of 107

St James's Place Equity Income Acc

0.4%

2.5

-4.9%

104 of 107

RWC Enhanced Income B GBP

Currency exposure is hedged

Currency exposure is hedged

0.0%

1.4

-3.2%

105 of 107

Aberdeen UK Equity Income A Acc

-1.7%

3.0

-7.2%

106 of 107

Elite Charteris Premium Income R Inc

-1.8%

3.6

-8.0%

107 of 107

IFSL Harewood UK Enhanced Income A Inc

-5.5%

2.9

-7.8%

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

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.

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