Register to get unlimited access to Citywire’s fund manager database. Registration is free and only takes a minute.
Showing fund managers & funds available in United Kingdom. View fund & fund manager rankings globally
The Expert View: RBS, Lloyds and ITV

The Expert View: RBS, Lloyds and ITV

A roundup of fund manager and analyst commentary on shares, also including IG Design Group and Standard Life European Private Equity.

Funds & Fund Managers

All calculations in GBP, unless stated
over :
 Average Total Return : -1.8% (30 June 2015 - 30 June 2016)
Currency Total Return Standard Deviation Max Drawdown
1 of 107

Old Mutual Newton UK Income A Inc

GBP

14.7%

9.4

-4.3%

2 of 107

Evenlode Income B Acc

GBP

12.7%

8.5

-4.6%

3 of 107

Newton UK Income GBP Inc

GBP

12.4%

8.6

-4.4%

4 of 107

Trojan Income O Acc

GBP

10.1%

7.8

-4.4%

5 of 107

Trojan Income Feeder O GBP Inc

GBP

9.3%

7.9

-4.6%

6 of 107

Stonehage Fleming UK Equity Income

GBP

6.4%

8.0

-6.1%

7 of 107

Investec UK Equity Income I Inc 2 GBP

GBP

6.3%

9.3

-5.3%

8 of 107

Franklin UK Equity Income

GBP

6.2%

9.5

-5.0%

9 of 107

Jupiter Income Trust

GBP

5.9%

8.9

-6.6%

10 of 107

Fidelity MoneyBuilder Dividend

GBP

5.3%

8.5

-4.9%

11 of 107

RWC Enhanced Income B GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

4.5%

5.8

-3.8%

12 of 107

Kames UK Equity Income B Inc

GBP

3.9%

9.4

-5.1%

13 of 107

MGTS Ardevora UK Income Acc

GBP

3.3%

8.9

-5.4%

14 of 107

Fidelity Enhanced Income Acc

GBP

3.1%

8.3

-4.8%

15 of 107

Royal London UK Equity Income A

GBP

2.7%

9.8

-5.6%

16 of 107

CF Woodford Equity Income A GBP Acc

GBP

2.5%

10.3

-6.5%

17 of 107

NatWest UK Equity S2 Inc

GBP

2.4%

10.0

-8.1%

17 of 107

Threadneedle Investment II UK Eq Inc Ret

GBP

2.4%

8.8

-6.4%

19 of 107

F&C UK Equity Income 1 Inc

GBP

2.4%

8.5

-6.2%

20 of 107

NFU Mutual UK Equity Income B Inc

GBP

2.1%

7.8

-5.3%

21 of 107

Rathbone Blue Chip Income & Growth Inc

GBP

2.1%

9.5

-4.9%

22 of 107

Threadneedle UK Equity Income Ret Net Inc GBX

GBP

2.0%

8.3

-5.9%

23 of 107

FP Miton Income R Acc

GBP

1.8%

8.4

-5.5%

24 of 107

SVS Church House Balanced Equity Income A Inc

GBP

1.5%

7.1

-4.6%

25 of 107

Aviva Investors UK Equity Income SC 1 Inc

GBP

1.3%

8.0

-5.0%

26 of 107

Invesco Perpetual High Income Inc

GBP

0.9%

8.3

-5.1%

27 of 107

Rathbone Income Inc

GBP

0.9%

8.8

-4.8%

28 of 107

Ardevora UK Income A

GBP

0.9%

9.0

-5.7%

29 of 107

St James's Place UK High Income Acc

GBP

0.9%

10.6

-5.5%

30 of 107

CF Canlife UK Equity Income B Inc

GBP

0.8%

8.7

-4.6%

31 of 107

Threadneedle UK Monthly Income Ret Net Inc GBX

GBP

0.8%

9.0

-5.0%

32 of 107

Invesco Perpetual Income & Growth Inc

GBP

0.8%

8.4

-5.5%

33 of 107

Elite Charteris Premium Income R Inc

GBP

0.5%

12.2

-8.9%

34 of 107

Threadneedle UK Equity Alpha Inc Net Dist GBP

GBP

0.4%

8.7

-6.0%

35 of 107

Artemis Institutional UK Equity Income Dist

GBP

0.4%

8.9

-5.9%

36 of 107

Close OLIM UK Equity Income Accumulation

GBP

0.2%

10.4

-5.3%

37 of 107

St James's Place Equity Income Acc

GBP

-0.4%

9.3

-7.5%

38 of 107

Smith & Williamson UK Equity Income Fund A Inc

GBP

-0.4%

7.2

-4.4%

39 of 107

RBS Equity Income

GBP

-0.4%

8.1

-4.9%

40 of 107

Artemis Income R Inc

GBP

-0.6%

9.2

-6.1%

41 of 107

Neptune Income A Acc GBP

GBP

-0.6%

11.4

-7.5%

42 of 107

SWIP Multi Manager UK Equity Income A Acc

GBP

-0.6%

9.5

-6.0%

43 of 107

Invesco Perpetual UK Strategic Income (No Trl) Inc

GBP

-0.7%

7.0

-4.3%

44 of 107

Invesco Perpetual Income Inc

GBP

-0.8%

8.4

-5.6%

45 of 107

Aberdeen UK Equity Income A Acc

GBP

-0.8%

10.4

-8.9%

46 of 107

St James's Place UK & International Income Acc

GBP

-0.9%

9.0

-6.0%

47 of 107

Old Mutual Artemis Income A Inc

GBP

-0.9%

8.7

-5.7%

48 of 107

Invesco UK Equity Income A Acc GBP

GBP

-1.0%

8.3

-5.6%

49 of 107

BlackRock UK Income A Inc

GBP

-1.0%

11.1

-6.8%

50 of 107

Henderson UK Strategic Income

GBP

-1.1%

9.2

-4.9%

51 of 107

UBS UK Equity Income A Acc Net

GBP

-1.1%

13.6

-13.3%

52 of 107

Premier Income C Inc

GBP

-1.3%

10.0

-5.7%

53 of 107

Old Mutual WoodFord Equity Income A GBP Acc

GBP

-1.4%

12.7

-7.1%

54 of 107

HSBC Income Acc

GBP

-1.4%

9.2

-6.7%

55 of 107

St James's Place Allshare Income Acc

GBP

-1.7%

7.8

-3.8%

56 of 107

JPM UK Higher Income A Acc

GBP

-1.8%

8.8

-4.9%

57 of 107

M&G Dividend A Inc

GBP

-1.9%

10.0

-6.9%

58 of 107

Thesis KES Income & Growth Acc

GBP

-1.9%

5.6

-5.6%

59 of 107

Santander Enhanced Income Portfolio Ret Inc

GBP

-2.0%

10.8

-5.5%

60 of 107

Santander Equity Income Ret Inc

GBP

-2.3%

11.6

-5.9%

61 of 107

AXA Framlington Blue Chip Equity Income R Acc

GBP

-2.3%

9.2

-5.9%

62 of 107

CF Miton UK Multi Cap Income Ret A Acc

GBP

-2.5%

9.8

-8.7%

63 of 107

Halifax UK Equity Income C

GBP

-2.5%

9.9

-7.9%

64 of 107

Insight Equity Inc Booster Sterling Income Shares

GBP

-2.5%

10.1

-8.3%

65 of 107

Santander Dividend Income Portfolio Ret Inc

GBP

-2.6%

11.8

-6.3%

66 of 107

Scottish Widows UK Equity Income A Acc

GBP

-2.7%

12.5

-9.4%

67 of 107

F&C Responsible UK Income 1 Inc

GBP

-2.8%

9.3

-5.5%

68 of 107

Legal & General UK Equity Income R Acc

GBP

-3.0%

9.7

-5.8%

69 of 107

AXA Framlington Monthly Income R Inc

GBP

-3.3%

7.7

-4.8%

69 of 107

Lazard MultiCap UK Income Retail Inc

GBP

-3.3%

9.3

-7.4%

71 of 107

Henderson Global Care UK Income A Inc

GBP

-3.5%

10.2

-6.1%

72 of 107

Insight Equity Income Sterling Income Shares

GBP

-3.5%

10.6

-8.6%

73 of 107

Premier Monthly Income C Inc

GBP

-3.7%

9.3

-6.3%

74 of 107

Barclays UK Equity Income A Acc

GBP

-3.8%

11.2

-8.1%

75 of 107

HL Multi-Manager Income & Growth Pfolio Trust Acc

GBP

-3.9%

11.0

-6.6%

76 of 107

Schroder UK Alpha Income A Income

GBP

-4.1%

9.7

-7.2%

77 of 107

Barclays GA - UK Alpha M Inc GBP

GBP

-4.2%

8.9

-9.1%

78 of 107

Montanaro UK Income Sterling Seed GBP

GBP

-4.6%

13.9

-10.9%

79 of 107

Schroder Income Maximiser A Acc

GBP

-5.2%

11.7

-12.0%

80 of 107

Schroder Income A Inc

GBP

-5.2%

12.3

-12.9%

81 of 107

Premier Optimum Income C Inc

GBP

-5.4%

12.9

-8.6%

82 of 107

HC KB Enterprise Equity Income A Acc

GBP

-5.9%

11.2

-7.3%

83 of 107

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

GBP

-5.9%

7.5

-7.5%

84 of 107

Barclays UK Equity Income (Series 2) A Dist

GBP

-6.1%

11.3

-10.2%

85 of 107

Old Mutual UK Equity Income A Acc

GBP

-6.5%

10.0

-8.6%

86 of 107

Man GLG UK Income Retail Acc A GBP

GBP

-6.5%

13.1

-9.1%

87 of 107

Neptune Quarterly Income A Acc

GBP

-6.6%

12.3

-8.6%

88 of 107

JPM UK Strategic Equity Income A Inc

GBP

-6.8%

10.5

-8.3%

89 of 107

Liontrust Macro Equity Income Fund - Acc (R)

GBP

-7.0%

10.8

-8.4%

90 of 107

River and Mercantile UK Equity Income A

GBP

-7.1%

9.3

-8.8%

91 of 107

Allianz UK Equity Income A Inc

GBP

-7.8%

9.2

-7.8%

92 of 107

Majedie Asset Management UK Income Z Acc

GBP

-7.8%

11.0

-9.0%

93 of 107

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

GBP

-8.1%

10.8

-9.4%

94 of 107

MFM Slater Income A Inc GBP

GBP

-8.5%

13.0

-14.0%

95 of 107

Majedie UK Income A Inc

GBP

-8.6%

11.4

-10.0%

96 of 107

Henderson UK Equity Income & Growth A Net Inc

GBP

-8.7%

10.4

-8.8%

97 of 107

JOHCM UK Equity Income B Acc

GBP

-9.3%

11.5

-12.2%

98 of 107

MI Chelverton UK Equity Income B Inc

GBP

-9.7%

14.2

-13.2%

99 of 107

Unicorn UK Income A Inc

GBP

-9.8%

13.2

-13.1%

100 of 107

Marlborough Multi Cap Income A Acc

GBP

-9.8%

13.3

-13.1%

101 of 107

St. James's Place UK Income Acc

GBP

-10.0%

11.9

-10.9%

102 of 107

Jupiter Responsible Income Acc

GBP

-10.1%

9.8

-10.1%

103 of 107

QAM Downing Monthly Income Acc

GBP

-10.4%

10.1

-10.4%

104 of 107

SJPI UK Income Acc GBP

GBP

-10.6%

12.4

-11.6%

105 of 107

Standard Life Inv UK Equity High Income Ret Inc

GBP

-10.7%

12.8

-11.6%

106 of 107

Standard Life Inv UK Equity Inc Unconstr Ret Acc

GBP

-11.8%

15.9

-14.6%

107 of 107

Saracen UK Income Acc

GBP

-14.8%

14.2

-17.0%

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

COURTIERS UK Equity Income Fund I A

Generali IS UK Equity Income B Cap GBP

VT Odd Real Income GBP A Acc

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

Profile: gearing up for the shift from consolidation to start-ups

‘I think the industry is evolving rapidly, but not necessarily as a whole,’ says the head of recently launched Charles Nicholson AM

The Expert View: IAG, Unilever and BBA

A roundup of fund manager commentary on shares, also including Balfour Beatty and GCP Student Living.

Schroders Income Maximiser architect exits on restructure

Thomas See is leaving Schroders following a restructure at the fund giant.

Schroders trims its stake in Liontrust

The sale of 410,000 shares netted Schroders £1.1 million

Jupiter Merlin sold Artemis Income ahead of Gosden shock

Jupiter's multi-manager team sold the £6 billion income fund in the weeks before manager Adrian Gosden's surprise exit was announced.  

SLI and Henderson among 25 FundsNetwork trust additions

Merchants Trust, TR European Growth and SL Equity Income make the cut alongside entrants from JP Morgan and F&C.

Jupiter launches sustainable investment multi-asset fund

Global Ecology Diversified SICAV targets a variety of equity, bond and convertible debt opportunities across global markets.

AAA-rated Cholwill: Don't be complacent about Trump

The UK Equity Income manager says markets were too relaxed about the risk of Brexit.

Profile: why IBoss launched an asset management business

Chris Metcalfe was an early pioneer of model portfolios.

Henderson UK Strat Income ejected from IA sector

Fund failed to hit its one year yield target requirement.

Read More