Equities  

UK equity income investor favourites

This article is part of
Winter Investment Monitor - December 2013

2012 und size: £1,277.1m

2013 fund size: £2.183m

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Performance: 32.38%

Investor inflows: £493.7m

Threadneedle UK Equity Income

Managers: Leigh Harrison and Richard Colwell

2012 fund size: £1,507.7m

2013 fund size: £2,329m

Performance: 29.73%

Investor inflows: £373.1m

Unicorn UK Income

Manager: John McClure

2012 fund size: £63m

2013 fund size: £422m

Performance: 44.88%

Investor inflows: £330.7m

Cazenove UK Equity Income

Manager: Matt Hudson

2012 Fund Size: £128.4m

2013 Fund Size: £497m

Performance: 32.96%

Investor inflows: £326.3m

Marlborough Multi Cap Income

Managers: Giles Hargreave and Suddarth Chand Lall

2012 fund size: £193.2m

2013 fund size: £598m

Performance: 41.54%

Investor inflows: £324.5m

Troy Trojan Income

Managers: Francis Brooke and Hugo Ure

2012 fund size: £820.9m

2013 fund size: £1,252m

Performance: 18.68%

Investor inflows: £277.8m

Royal London UK Equity Income

Manager: Martin Cholwill

2012 Fund Size: £326.3m

2013 Fund Size: £712m

Performance: 35.91%

Investor inflows: £268.5m

SJP Allshare Income

Manager: George Luckraft (mandate at Axa Investment Managers)

2012 fund size: £512.1m

2013 fund size: £872m

Performance: 24.43%

Investor inflows: £234.8m

Vanguard FTSE UK Equity Income Index

Manager: N/A

2012 fund size: £180.7m

2013 fund size: £421m

Performance: 24.03%

Investor inflows: £196.9m