UK Equity Income Best Buy Table
| Product |
Fund manager name |
Fund size (£m) |
Min single investment (£) |
Min monthly premium (£) |
Total expense ratio (%pa) |
Defaqto QuantRater |
1 year performance (%) |
5 year performance (%) |
|
St James Equity Income
|
Schroder
|
£418
|
£1,500
|
£100
|
1.75%
|
5
|
52.83%
|
35.32%
|
|
Aviva Investors UK Equity Income
|
Chris Murphy
|
£610
|
£1,000
|
£50
|
1.51%
|
5y
|
34.44%
|
34.75%
|
|
Artemis Income
|
Adrian Frost/Adrian Gosden
|
£2,854
|
£1,000
|
£50
|
1.54%
|
5
|
33.07%
|
29.73%
|
|
Schroder Income
|
Nick Purves/Ian Lance
|
£694
|
£1,000
|
£50
|
1.66%
|
4
|
54.88%
|
33.65%
|
|
Taylor Young Equity Income
|
Taylor Young IM
|
£14
|
£7,000
|
£100
|
1.64%
|
4
|
44.06%
|
31.16%
|
|
Royal London Equity Income Trust
|
Martin Cholwill
|
£176
|
£1,000
|
£50
|
1.36%
|
4
|
40.86%
|
21.27%
|
|
Neptune Quarterly Income Fund
|
Robin Geffen/Alex Breese
|
£17
|
£1,000
|
£50
|
2%
|
4
|
34.85%
|
na
|
|
Ignis Higher Yield
|
Martin Brown
|
£106
|
£500
|
£50
|
1.66%
|
4yy
|
32.48%
|
14.46%
|
|
HL MM Income & Growth Portfolio Trust
|
Lee Gardhouse
|
£511
|
£2,500
|
£50
|
1.97%
|
4
|
29.01%
|
22.27%
|
|
Jupiter Income
|
Anthony Nutt
|
£2,776
|
£500
|
£50
|
1.69%
|
4
|
28.2%
|
13.71%
|
Unit Trusts & OEICs are investment products which carry risks for all investors. Always seek qualified financial advice before investing in any collective Fund. Click here to find a suitable financial adviser in confidence and with no obligation.