UK Equity Income Best Buy Table

Best buys table for UK equity income

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 (%)
CF OLIM UK Equity Trust Angela Lascelles/Patrick Harrington/Dominic Fisher £8 £1,000 £50 1.5% 5 25.67% 25.78%
Aviva Investors UK Equity Income Chris Murphy £651 £1,000 £50 1.51% 5yy 20.08% 27.85%
St James Equity Income Schroder £655 £1,500 £100 1.63% 5 19.95% 33.18%
JOHCM UK Equity Income Fund James Lowen/Clive Beagles £386 £1,000 na 1.44% 5 16.79% 34.36%
Taylor Young Equity Income Taylor Young IM £12 £7,000 £100 1.69% 5 15.07% 26.19%
Unicorn UK Income Unicorn Team £1 £2,500 £100 2.3% 4 34.94% 37.73%
CF Walker Crips Equity Income Fund Stephen Bailey/Jan Luthman £82 £1,000 £100 1.61% 4 23.26% 28.35%
Henderson UK Strategic Income Paul Craig £22 £1,000 £100 2.03% 4 22.77% na
Royal London Equity Income Trust Martin Cholwill £180 £1,000 £50 1.36% 4 21.42% 18.21%
Invesco Perpetual Income & Growth Ciaran Mallon £452 £500 £20 1.69% 4 21.07% 11.04%

The Find.co.uk Unit Trust Best Buy tables are based on historical performance data weighted through a Quantitative Performance Rating called the Defaqto QuantRater, and supplied by Defaqto Limited, an Independent Research Company. The Rating gives all Unit Trusts in an IMA Sector a rating from 1-5 based on weighted performance histories over a 5 year time period. The Top 10 funds (selected by the Defaqto Ratings) in each sector are featured in the best buy tables and further ordered by 1 year Yield. Additional performance information has been added by the inclusion of the 5 year Yield. Funds that have not been available to retail investors for at least 22 months, are not rated and therefore not included. Funds that carry a ‘y’ or ‘yy’ have had changes in the Fund Management team over the past 12 or 24 months respectively. For further details on Defaqto Fund Ratings visit www.defaqto.com

Important Note:
Past performance is not indicative of future performance. Neither, Find.co.uk nor MoneyExpert advise the users of these tables to invest in any of the funds featured or endorse the investment abilities of any of the companies featured. The tables are supplied to offer factual insight into Unit Trust Performance levels in different IMA Sectors. All Investments carry risk and individuals investing in such products can lose some or all of their initial investment sums. Always seek Qualified Financial Advice before investing in any complex financial product. Click here to find a suitable financial adviser in confidence and with no obligation.