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 : 3.5% (31 December 2013 - 31 December 2014)
Total Return Standard Deviation Max Drawdown
1 of 106

Invesco Perpetual UK Strategic Income (No Trl) Inc

10.8%

2.3

-2.1%

2 of 106

Majedie UK Income A Inc

10.8%

2.3

-3.0%

3 of 106

Trojan Income O Acc

10.5%

2.4

-2.8%

4 of 106

Invesco Perpetual High Income Inc

10.1%

2.2

-2.1%

5 of 106

Trojan Income Feeder O GBP INC

9.7%

2.3

-2.8%

6 of 106

Invesco Perpetual Income Inc

9.4%

2.2

-2.3%

7 of 106

St James's Place UK High Income Acc

9.3%

2.7

-2.6%

8 of 106

Evenlode Income A Acc

8.2%

2.2

-3.5%

9 of 106

Elite Webb Smaller Companies Income & Growth Acc

7.7%

2.8

-8.4%

10 of 106

BlackRock UK Income A Inc

7.5%

2.9

-3.0%

11 of 106

Fidelity MoneyBuilder Dividend

7.4%

2.4

-2.5%

12 of 106

Standard Life Inv UK Equity Inc Unconstr Ret Acc

7.2%

2.6

-4.4%

13 of 106

Henderson Global Care UK Income A Inc

7.1%

3.1

-3.1%

14 of 106

AXA Framlington Monthly Income R Inc

7.0%

1.5

-1.8%

15 of 106

HL Multi-Manager Income & Growth Pfolio Trust Acc

6.9%

2.3

-2.9%

16 of 106

Royal London UK Equity Income A

6.7%

2.5

-3.1%

17 of 106

Rathbone Income Inc

6.6%

2.0

-2.3%

17 of 106

Threadneedle Investment II UK Eq Inc Ret

6.6%

2.7

-3.5%

19 of 106

Franklin UK Equity Income

6.6%

2.6

-3.3%

20 of 106

IFSL Brooks Macdonald Cautious Growth B Inc

6.2%

1.3

-1.2%

21 of 106

Old Mutual Newton Higher Income A Inc

6.1%

2.6

-3.2%

22 of 106

Newton Higher Income GBP Inc

6.0%

2.6

-3.3%

23 of 106

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

6.0%

2.5

-2.8%

24 of 106

Threadneedle UK Monthly Income Ret Net Inc GBX

5.9%

2.5

-3.1%

25 of 106

MFM Slater Income A Inc GBP

5.4%

1.3

-1.5%

26 of 106

Threadneedle UK Equity Income Ret Net Inc GBX

5.3%

2.6

-3.5%

27 of 106

Santander Dividend Income Portfolio Ret Inc

5.2%

2.6

-2.8%

28 of 106

Santander Equity Income Ret Inc

5.2%

2.6

-2.8%

29 of 106

Old Mutual UK Equity Income A Acc

5.1%

3.0

-3.5%

30 of 106

Fidelity Enhanced Income Acc

5.1%

2.1

-3.0%

31 of 106

Marlborough Multi Cap Income Acc

5.0%

2.1

-5.0%

32 of 106

SWIP Multi Manager UK Equity Income A Acc

5.0%

2.5

-2.4%

33 of 106

Rathbone Blue Chip Income & Growth Inc

5.0%

2.7

-4.2%

33 of 106

Ignis UK Equity Income Inc

5.0%

3.1

-3.2%

35 of 106

Old Mutual Artemis Income A Inc

4.9%

2.6

-2.8%

36 of 106

Miton Income R Acc

4.8%

2.3

-2.5%

37 of 106

FF & P UK Equity Income

4.7%

2.0

-2.3%

38 of 106

Schroder Income A Inc

4.6%

3.0

-5.2%

39 of 106

Barclays UK Equity Income A Acc

4.4%

2.2

-2.4%

40 of 106

SVS Church House Balanced Equity Income Inc

4.3%

2.3

-2.3%

40 of 106

Invesco Perpetual Income & Growth Inc

4.3%

2.8

-3.6%

42 of 106

St James's Place UK & International Income Acc

4.3%

2.2

-2.8%

43 of 106

Standard Life Inv UK Equity High Income Inst Inc

4.2%

2.5

-3.1%

44 of 106

Barclays UK Equity Income (Series 2) A Dist

4.2%

2.3

-2.9%

45 of 106

Artemis Income R Inc

4.0%

2.5

-2.7%

46 of 106

Threadneedle UK Equity Alpha Inc Net Dist GBP

3.9%

2.7

-4.0%

47 of 106

CF Miton UK Multi Cap Income Ret A Acc

3.9%

1.7

-4.3%

48 of 106

Smith & Williamson UK Equity Income Trust A Inc

3.6%

2.1

-4.0%

49 of 106

Jupiter Income Trust

3.6%

2.6

-3.4%

50 of 106

Henderson UK Strategic Income

3.5%

2.0

-2.7%

51 of 106

HC KB Enterprise Equity Income A Acc

3.5%

2.3

-3.6%

52 of 106

CF Canlife UK Equity Income B Inc

3.5%

2.8

-3.7%

53 of 106

GLG UK Income Retail Acc A GBP

3.5%

2.9

-3.6%

54 of 106

Santander Enhanced Income Portfolio Ret Inc

3.4%

2.3

-2.5%

55 of 106

Liontrust Macro Equity Income Fund - Acc (R)

3.4%

2.6

-2.9%

56 of 106

Santander Equity Income Portfolio Ret Acc

3.4%

2.5

-4.3%

57 of 106

AXA Framlington Blue Chip Equity Income R Acc

3.3%

2.8

-3.3%

58 of 106

Schroder Income Maximiser A Acc

3.3%

2.4

-4.4%

59 of 106

Aviva Investors UK Equity Income SC 1

3.2%

2.6

-4.3%

60 of 106

Insight Equity Income Sterling Income Shares

3.0%

2.7

-3.9%

61 of 106

RWC Enhanced Income B GBP

Currency exposure is hedged

Currency exposure is hedged

3.0%

1.2

-2.0%

62 of 106

EIP United Kingdom Spec Eq Income Prgme Srs 2 GBP

3.0%

2.2

-2.4%

63 of 106

Barclays GA - UK Alpha M Inc GBP

3.0%

2.5

-4.3%

64 of 106

Montanaro Equity Income GBP

2.8%

2.3

-6.2%

65 of 106

Thesis KES Income & Growth Acc

2.8%

1.4

-1.6%

66 of 106

F&C Responsible UK Income 1 Inc

2.8%

2.2

-2.8%

67 of 106

Premier Monthly Income A Net Inc

2.8%

2.8

-3.5%

68 of 106

Kames UK Equity Income B Acc

2.6%

3.0

-3.9%

69 of 106

RBS Equity Income

2.4%

2.6

-4.5%

70 of 106

Neptune Quarterly Income A Acc

2.3%

2.3

-3.4%

71 of 106

Lazard MultiCap UK Income Retail Inc

2.3%

2.4

-3.0%

72 of 106

Premier Income A Net Inc

2.2%

3.0

-3.8%

73 of 106

Querns Monthly Income Net Acc

2.2%

2.5

-4.4%

74 of 106

Schroder UK Alpha Income A Income

1.7%

2.7

-4.9%

75 of 106

Neptune Income A Acc GBP

1.6%

2.7

-4.7%

76 of 106

PFS Chelverton UK Equity Income B Inst Inc

1.6%

1.7

-4.7%

77 of 106

MGTS Ardevora UK Income Acc

1.5%

3.5

-6.3%

78 of 106

St James's Place Allshare Income Acc

1.2%

1.5

-3.4%

79 of 106

JOHCM UK Equity Income B Acc

1.1%

2.3

-3.2%

80 of 106

JPM UK Higher Income A Acc

1.0%

2.5

-4.0%

81 of 106

St James's Place Equity Income Acc

1.0%

2.4

-3.6%

81 of 106

NatWest UK Equity S2 Inc

1.0%

2.7

-3.6%

83 of 106

AXA Framlington Equity Income R Inc

1.0%

1.9

-3.4%

84 of 106

NFU Mutual UK Equity Income B Inc

0.9%

2.5

-4.2%

85 of 106

M&G Dividend A Inc

0.9%

3.2

-4.4%

86 of 106

Ardevora UK Income A

0.9%

3.2

-7.2%

87 of 106

Artemis Institutional Equity Income Dist

0.8%

2.6

-3.9%

88 of 106

HSBC Income Inc

0.7%

3.0

-4.2%

89 of 106

F&C UK Equity Income 1 Inc

0.7%

2.3

-3.3%

90 of 106

River and Mercantile UK Equity Income A

0.6%

2.5

-3.4%

91 of 106

Allianz UK Equity Income A Inc

0.2%

2.4

-4.8%

92 of 106

Henderson UK Equity Income & Growth A Net Inc

0.2%

1.8

-5.5%

93 of 106

JPM UK Strategic Equity Income A Inc

-0.2%

2.5

-4.0%

94 of 106

Jupiter Responsible Income Acc

-0.4%

2.4

-3.1%

95 of 106

Scottish Widows UK Equity Income A Acc

-1.0%

2.8

-5.1%

96 of 106

Aberdeen UK Equity Income A Acc

-1.1%

2.9

-6.1%

97 of 106

Scottish Widows HIFML UK Hi Inc 1

-1.2%

2.9

-4.0%

98 of 106

Halifax UK Equity Income C

-1.3%

2.9

-4.5%

99 of 106

Scottish Widows HIFML UK Equity Inc 1

-1.4%

3.0

-4.6%

100 of 106

CF JM Finn UK Portfolio A Acc

-1.6%

2.9

-5.3%

101 of 106

Unicorn UK Income A Inc

-1.8%

1.9

-6.6%

102 of 106

Aberdeen UK Equity Dividend A Inc

-2.2%

2.8

-4.1%

103 of 106

UBS UK Equity Income A Acc Net

-2.4%

2.1

-5.8%

104 of 106

Legal & General UK Equity Income R Acc

-3.0%

2.6

-6.0%

105 of 106

Elite Charteris Premium Income R Inc

-5.8%

3.3

-8.6%

106 of 106

IFSL Harewood UK Enhanced Income A Inc

-7.1%

2.6

-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)

Show more funds
Citywire Discovery Source: Citywire Discovery 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.

Profile: Wellian's investment boss on funds for 2015

Black Wednesday as Game Digital plunges on profits warning

Game Digital disappoints Neil Woodford and Mark Barnett with a profits warning seven months after the computer games retailer returned to the stock market.

Hargreaves launches multi-manager UK growth fund

The fund will be managed by Citywire AA-rated Lee Gardhouse.

Quindell sign ex-Old Mutual boss in quadruple hire

Quindell has brought in four heavyweights as it looks to put a disastrous 2014 behind it.

Rathbones CIO joins Bankers Investment Trust board

Rathbones CIO joins as non-executive director.

Group Ratings: the mixed assets aggressive stars

In our first crunch of the year, we take a look at the firms setting the pace in the mixed assets aggressive sector.

Miton explores demand for micro cap trust for Gervais Williams

The boutique is investigating the possibility of launching the trust after receiving an approach from an investor.

Woodford & Barnett AIM pick plans US push post-share price surge

Neil Woodford and Mark Barnett’s AIM-pick Xeros is planning US expansion.

TR Property Investment Trust

Artemis UK Special Situations

Read More