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The 14 funds on Sanlam's income White List

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on Jan 27, 2014 at 07:51

The 14 funds, in descending order, which Sanlam says have excelled in terms of total return, income and volatility.

Unicorn UK Income - John McClure

Net dividend yield: 2.9%

Net income over 5 years (based on £100 investment): £34.6

Total return capital growth and net income reinvested over 5 years: 160.2%

Volatility over 5 years:4

All data as at 31/12/13

PFS Chelverton UK Equity Income - David Taylor & David Horner

Net dividend yield: 4.6%

Net income over 5 years (based on £100 investment): £47.9

Total return capital growth and net income reinvested over 5 years: 146.2%

Volatility over 5 years:4.3

All data as at 31/12/13

Royal London UK Equity Income - Martin Cholwill

Net dividend yield: 3.4%

Net income over 5 years (based on £100 investment): £30

Total return capital growth and net income reinvested over 5 years: 99.1%

Volatility over 5 years:4

All data as at 31/12/13

Standard Life UK Equity Income Unconstrained - Thomas Moore

Net dividend yield: 3.5%

Net income over 5 years (based on £100 investment): £31.7

Total return capital growth and net income reinvested over 5 years: 119.4%

Volatility over 5 years:5.2

All data as at 31/12/13

JOHCM UK Equity Income - Clive Beagles & James Lowen

Net dividend yield: 3.8%

Net income over 5 years (based on £100 investment): £33.4

Total return capital growth and net income reinvested over 5 years: 108.6%

Volatility over 5 years:4.9

All data as at 31/12/13

Premier Monthly - Christopher White

Net dividend yield: 4.2%

Net income over 5 years (based on £100 investment): £32.2

Total return capital growth and net income reinvested over 5 years: 79.7%

Volatility over 5 years:3.3

All data as at 31/12/13

Rathbone Income - Carl Stick

Net dividend yield: 3.6%

Net income over 5 years (based on £100 investment): £28.7

Total return capital growth and net income reinvested over 5 years: 83.7%

Volatility over 5 years:3.5

All data as at 31/12/13

Premier Income - Christopher White

Net dividend yield: 4.2%

Net income over 5 years (based on £100 investment): £30.6

Total return capital growth and net income reinvested over 5 years: 78.7%

Volatility over 5 years:3.4

All data as at 31/12/13

Cazenove UK Equity Income - Matthew Hudson

Net dividend yield: 3.4%

Net income over 5 years (based on £100 investment): £27.3

Total return capital growth and net income reinvested over 5 years: 91.4%

Volatility over 5 years:4.2

All data as at 31/12/13

Threadneedle UK Equity Alpha - Leigh Harrison & Richard Colwell

Net dividend yield: 3.9%

Net income over 5 years (based on £100 investment): £29

Total return capital growth and net income reinvested over 5 years: 81.1%

Volatility over 5 years:3.8

All data as at 31/12/13

AXA Framlington Monthly Income - George Luckraft

Net dividend yield: 3.8%

Net income over 5 years (based on £100 investment): £28.8

Total return capital growth and net income reinvested over 5 years: 83.7%

Volatility over 5 years:3.7

All data as at 31/12/13

Threadneedle UK Equity Income - Leigh Harrison & Richard Colwell

Net dividend yield: 3.5%

Net income over 5 years (based on £100 investment): £28.3

Total return capital growth and net income reinvested over 5 years: 81.4%

Volatility over 5 years:3.8

All data as at 31/12/13

Old Mutual UK Equity Income - Stephen Message

Net dividend yield: 4.3%

Net income over 5 years (based on £100 investment): £28.3

Total return capital growth and net income reinvested over 5 years: 89.3%

Volatility over 5 years:4.7

All data as at 31/12/13

Liontrust Macro Equity Income - Stephen Bailey & Jan Luthman

Net dividend yield: 3.2%

Net income over 5 years (based on £100 investment): £26.2

Total return capital growth and net income reinvested over 5 years: 83.9%

Volatility over 5 years:3.7

All data as at 31/12/13

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  • AXA Framlington Monthly Income R Inc
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  • JOHCM UK Equity Income B Acc
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  • Liontrust Macro Equity Income Fund - Acc (R)
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  • PFS Chelverton UK Equity Income Inst Inc
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  • PFS Chelverton UK Equity Income Inst Inc
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  • Premier Inc A Net Inc
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  • Premier Monthly Inc A Net Inc
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  • Rathbone Income Inc
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  • Royal London UK Equity Income A
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  • Royal London UK Equity Income A
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  • Standard Life Inv UK Equity High Income Ret Inc
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  • Threadneedle UK Equity Alpha Inc Net Inst Dist GBP
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  • Threadneedle UK Equity Income Ret Net Inc GBX
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  • Unicorn UK Income A Inc
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  • Unicorn UK Income A Inc
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  • Unicorn UK Income A Inc
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  • Unicorn UK Income A Inc
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  • Standard Life Inv UK Equity Inc Unconstr Ret Acc
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  • Unicorn UK Income A Inc
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  • Unicorn UK Income A Inc
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  • Unicorn UK Income A Inc
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  • PFS Chelverton UK Equity Income Inst Inc
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  • Liontrust Macro Equity Income Fund - Acc (R)
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  • Threadneedle UK Equity Income Ret Net Inc GBX
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  • Threadneedle UK Equity Alpha Inc Net Inst Dist GBP
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  • Unicorn UK Income A Inc
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  • PFS Chelverton UK Equity Income Inst Inc
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  • Royal London UK Equity Income A
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  • Standard Life Inv UK Equity Inc Unconstr Ret Acc
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  • Threadneedle UK Equity Alpha Inc Net Inst Dist GBP
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  • AXA Framlington Monthly Income R Inc
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  • Threadneedle UK Equity Income Ret Net Inc GBX
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  • Liontrust Macro Equity Income Fund - Acc (R)
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  • Unicorn UK Income A Inc
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  • PFS Chelverton UK Equity Income Inst Inc
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  • Royal London UK Equity Income A
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  • Standard Life Inv UK Equity Inc Unconstr Ret Acc
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  • Threadneedle UK Equity Alpha Inc Net Inst Dist GBP
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  • AXA Framlington Monthly Income R Inc
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Look up the fund managers

  • James Lowen
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  • Jan Luthman
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  • David Horner
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  • Richard Colwell
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