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1 Comment SLI creates head of stewardship and ESG role as Jubb exits

SLI creates head of stewardship and ESG role as Jubb exits

Senior UK equities fund manager Euan Stirling takes up the newly created position as the firm responds to the growing popularity of ‘socially responsible’ investing.

Funds & Fund Managers

All calculations in GBP, unless stated
over :
 Average Total Return : 5.9% (31 December 2014 - 31 December 2015)
Currency Total Return Standard Deviation Max Drawdown
1 of 110

Montanaro UK Income Sterling Seed GBP

GBP

20.1%

8.0

-2.7%

2 of 110

CF Miton UK Multi Cap Income Ret A Acc

GBP

18.5%

4.5

-0.7%

3 of 110

PFS Chelverton UK Equity Income B Inst Inc

GBP

17.5%

8.8

-2.7%

4 of 110

MGTS Ardevora UK Income Acc

GBP

17.2%

10.6

-6.2%

5 of 110

Ardevora UK Income A

GBP

16.3%

10.7

-6.5%

6 of 110

CF Woodford Equity Income A Acc

GBP

16.3%

10.8

-4.5%

7 of 110

MFM Slater Income A Inc GBP

GBP

14.5%

7.4

-2.3%

8 of 110

Marlborough Multi Cap Income A Acc

GBP

13.9%

6.8

-1.9%

9 of 110

Unicorn UK Income A Inc

GBP

13.7%

6.1

-2.6%

10 of 110

Old Mutual WoodFord Equity Income A GBP Acc

GBP

13.4%

12.9

-7.7%

11 of 110

Santander Equity Income Ret Inc

GBP

13.1%

11.6

-7.7%

12 of 110

Santander Dividend Income Portfolio Ret Inc

GBP

12.7%

11.8

-7.8%

13 of 110

Elite Webb Smaller Companies Income & Growth Acc

GBP

12.5%

8.4

-4.3%

14 of 110

Man GLG UK Income Retail Acc A GBP

GBP

12.4%

9.6

-6.5%

15 of 110

Standard Life Inv UK Equity Inc Unconstr Ret Acc

GBP

12.0%

10.6

-7.6%

16 of 110

Miton Income R Acc

GBP

11.4%

10.9

-8.0%

17 of 110

Trojan Income O Acc

GBP

11.2%

11.3

-7.2%

18 of 110

CF Canlife UK Equity Income B Inc

GBP

11.2%

10.1

-7.4%

19 of 110

F&C Responsible UK Income 1 Inc

GBP

10.9%

8.4

-5.6%

20 of 110

Kames UK Equity Income B Acc

GBP

10.8%

11.6

-8.1%

21 of 110

Trojan Income Feeder O GBP Inc

GBP

10.5%

11.3

-7.4%

22 of 110

Premier Income A Inc

GBP

9.7%

9.3

-6.9%

23 of 110

Invesco Perpetual High Income Inc

GBP

9.7%

10.7

-6.2%

24 of 110

BlackRock UK Income A Inc

GBP

9.5%

11.8

-8.1%

25 of 110

Premier Monthly Income A Inc

GBP

9.2%

9.2

-6.9%

26 of 110

Santander Enhanced Income Portfolio Ret Inc

GBP

9.1%

10.0

-6.5%

27 of 110

Rathbone Income Inc

GBP

9.0%

9.7

-6.0%

28 of 110

Henderson Global Care UK Income A Inc

GBP

8.8%

11.2

-9.3%

29 of 110

Standard Life Inv UK Equity High Income Ret Acc

GBP

8.8%

10.7

-9.5%

30 of 110

Invesco Perpetual Income Inc

GBP

8.7%

10.5

-6.6%

31 of 110

Premier Optimum Income A Inc

GBP

8.7%

8.8

-6.8%

32 of 110

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

GBP

8.6%

8.6

-6.2%

33 of 110

Evenlode Income A Acc

GBP

8.4%

11.2

-8.7%

34 of 110

Invesco UK Equity Income A Acc GBP

GBP

8.4%

10.4

-6.6%

35 of 110

M&G Dividend A Inc

GBP

7.8%

12.2

-9.7%

36 of 110

Invesco Perpetual UK Strategic Income (No Trl) Inc

GBP

7.8%

9.8

-6.2%

37 of 110

St James's Place UK High Income Acc

GBP

7.7%

12.2

-8.3%

38 of 110

HL Multi-Manager Income & Growth Pfolio Trust Acc

GBP

7.6%

9.9

-8.8%

39 of 110

Fidelity MoneyBuilder Dividend

GBP

7.6%

11.3

-7.4%

40 of 110

Neptune Quarterly Income A Acc

GBP

7.5%

10.8

-9.9%

41 of 110

Threadneedle UK Monthly Income Ret Net Inc GBX

GBP

7.4%

10.8

-8.0%

42 of 110

Close OLIM UK Equity Acc

GBP

7.2%

11.3

-10.0%

43 of 110

Aviva Investors UK Equity Income SC 1 Inc

GBP

6.9%

10.3

-8.2%

44 of 110

JPM UK Higher Income A Acc

GBP

6.6%

10.4

-7.9%

45 of 110

Henderson UK Strategic Income

GBP

6.6%

9.5

-7.9%

46 of 110

St James's Place Allshare Income Acc

GBP

6.6%

7.7

-4.7%

47 of 110

Newton UK Income GBP Inc

GBP

6.4%

11.7

-8.4%

48 of 110

Smith & Williamson UK Equity Income Trust A Inc

GBP

6.4%

9.6

-8.3%

49 of 110

Old Mutual Newton Higher Income A Inc

GBP

6.3%

11.7

-8.4%

50 of 110

Neptune Income A Acc GBP

GBP

5.9%

12.9

-12.0%

51 of 110

Legal & General UK Equity Income R Acc

GBP

5.9%

11.1

-9.4%

52 of 110

RBS Equity Income

GBP

5.8%

9.9

-7.8%

53 of 110

Fidelity Enhanced Income Acc

GBP

5.6%

10.2

-7.4%

54 of 110

JPM UK Strategic Equity Income A Inc

GBP

5.6%

9.9

-8.4%

55 of 110

Invesco Perpetual Income & Growth Inc

GBP

5.6%

11.5

-8.3%

56 of 110

NFU Mutual UK Equity Income B Inc

GBP

5.5%

9.9

-7.2%

57 of 110

Liontrust Macro Equity Income Fund - Acc (R)

GBP

5.4%

10.8

-9.9%

58 of 110

Royal London UK Equity Income A

GBP

5.3%

11.1

-9.1%

59 of 110

AXA Framlington Blue Chip Equity Income R Acc

GBP

5.2%

11.4

-10.5%

60 of 110

Franklin UK Equity Income

GBP

5.2%

11.6

-9.4%

61 of 110

Old Mutual Artemis Income A Inc

GBP

5.1%

10.9

-8.9%

62 of 110

Artemis Institutional UK Equity Income Dist

GBP

5.1%

11.1

-8.8%

63 of 110

SWIP Multi Manager UK Equity Income A Acc

GBP

5.0%

11.1

-9.7%

64 of 110

Majedie UK Income A Inc

GBP

5.0%

9.7

-6.8%

65 of 110

Artemis Income R Inc

GBP

4.9%

11.4

-9.4%

66 of 110

Schroder UK Alpha Income A Income

GBP

4.7%

12.1

-10.9%

67 of 110

Barclays UK Equity Income A Acc

GBP

4.7%

10.9

-10.2%

68 of 110

Rathbone Blue Chip Income & Growth Inc

GBP

4.6%

11.5

-11.0%

69 of 110

Lazard MultiCap UK Income Retail Inc

GBP

4.4%

9.1

-7.3%

70 of 110

Threadneedle Investment II UK Eq Inc Ret

GBP

4.3%

11.1

-8.9%

71 of 110

River and Mercantile UK Equity Income A

GBP

4.2%

9.2

-8.4%

72 of 110

St James's Place UK & International Income Acc

GBP

4.1%

10.7

-9.0%

73 of 110

Threadneedle UK Equity Income Ret Net Inc GBX

GBP

4.1%

11.2

-9.0%

74 of 110

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

GBP

4.0%

10.7

-10.3%

75 of 110

AXA Framlington Monthly Income R Inc

GBP

4.0%

7.1

-5.1%

76 of 110

HC KB Enterprise Equity Income A Acc

GBP

4.0%

10.1

-9.9%

77 of 110

St. James's Place UK Income Acc

GBP

3.9%

9.3

-7.4%

78 of 110

Old Mutual UK Equity Income A Acc

GBP

3.9%

11.1

-10.0%

79 of 110

Allianz UK Equity Income A Inc

GBP

3.5%

10.5

-11.7%

80 of 110

SJPI UK Income Acc GBP

GBP

3.0%

9.1

-7.4%

81 of 110

F&C UK Equity Income 1 Inc

GBP

2.7%

10.8

-9.3%

82 of 110

Santander Atlas Income Institutional Acc

GBP

2.7%

10.0

-9.2%

83 of 110

Barclays UK Equity Income (Series 2) A Dist

GBP

2.6%

11.1

-10.3%

84 of 110

Majedie Asset Management UK Income Z Acc

GBP

2.6%

8.6

-7.2%

85 of 110

Henderson UK Equity Income & Growth A Net Inc

GBP

2.6%

8.9

-9.1%

86 of 110

Threadneedle UK Equity Alpha Inc Net Dist GBP

GBP

2.5%

11.8

-9.5%

87 of 110

SVS Church House Balanced Equity Income A Inc

GBP

2.4%

9.2

-8.2%

88 of 110

Stonehage Fleming UK Equity Income

GBP

2.2%

9.2

-6.4%

89 of 110

Jupiter Income Trust

GBP

2.1%

11.8

-10.7%

90 of 110

HSBC Income Acc

GBP

2.0%

11.4

-10.6%

91 of 110

Scottish Widows UK Equity Income A Acc

GBP

1.5%

13.5

-14.3%

92 of 110

Querns Monthly Income Net Acc

GBP

1.3%

10.5

-11.2%

93 of 110

Jupiter Responsible Income Acc

GBP

1.3%

10.6

-12.5%

94 of 110

JOHCM UK Equity Income B Acc

GBP

1.0%

12.2

-13.1%

95 of 110

NatWest UK Equity S2 Inc

GBP

0.9%

12.4

-11.5%

96 of 110

Scottish Widows HIFML UK Equity Inc 1

GBP

0.9%

12.7

-13.0%

97 of 110

Halifax UK Equity Income C

GBP

0.8%

12.7

-13.0%

98 of 110

RWC Enhanced Income B GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

0.8%

6.0

-4.3%

99 of 110

St James's Place Equity Income Acc

GBP

0.8%

11.5

-8.8%

100 of 110

Scottish Widows HIFML UK Hi Inc 1

GBP

0.6%

12.7

-13.1%

101 of 110

Thesis KES Income & Growth Acc

GBP

0.3%

5.9

-7.1%

102 of 110

Insight Equity Income Sterling Income Shares

GBP

0.2%

12.2

-12.8%

103 of 110

Barclays GA - UK Alpha M Inc GBP

GBP

-0.4%

10.3

-11.0%

104 of 110

Insight Equity Inc Booster Sterling Income Shares

GBP

-0.6%

11.3

-12.7%

105 of 110

Elite Charteris Premium Income R Inc

GBP

-2.2%

13.3

-13.5%

106 of 110

Aberdeen UK Equity Income A Acc

GBP

-3.1%

12.2

-14.3%

107 of 110

UBS UK Equity Income A Acc Net

GBP

-4.6%

13.0

-14.6%

108 of 110

PFS Thornbridge UK A Acc

GBP

-4.7%

13.1

-15.7%

109 of 110

Schroder Income Maximiser A Acc

GBP

-6.1%

10.4

-12.8%

110 of 110

Schroder Income A Inc

GBP

-6.9%

11.7

-14.4%

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

Saracen UK Income 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.

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