UK Equity Income Best Buy Table

This table features the top 10 of the 93 funds in the UK Equity Income IMA sector ranked on the Defaqto QuantRater score and then by 1 year performance

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Best buys table for UK equity income

Provider 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 (%)
Cazenove Capital Management Cazenove UK Equity Income Fund B Class Matt Hudson £59 £1,000 na 1.71% 5 14.56% 20.05%
Invesco Fund Managers Invesco Perpetual Income & Growth Ciaran Mallon £453 £500 £20 1.7% 5 12.55% 5.47%
Artemis Artemis Income Adrian Frost/Adrian Gosden £3,950 £1,000 £50 1.55% 5 12.21% 12.5%
Royal London UT Mgrs Ltd Royal London UK Equity Income Fund Martin Cholwill £233 £1,000 £50 1.33% 5 10.98% 11.82%
Aberdeen UT Mgrs Ltd Aberdeen UK Equity Income Fund Pan European Equities Team £150 £500 £50 1.6% 5 9.93% 7.3%
SWIP Fund Management Limited SWIP MM UK Equity Income A Lyndon Gill/Andrew Perham £1,171 £1,000 na 1.81% 5y 8.96% na
Threadneedle Investments Threadneedle UK Monthly Income Jonathan Barber £515 £2,000 na 1.62% 5 8.85% 7.64%
HSBC Global Asset Management (UK) Ltd HSBC Income HSBC Multimanager £278 £1,000 £50 1.65% 5 7.45% 4.61%
F&C Investments F&C Stewardship Income Fund Catherine Stanley £68 £1,000 £50 1.63% 4 14.42% na
Rathbone Unit Trust Management Rathbone Income Fund Carl Stick £453 £1,000 £100 1.56% 4 14.11% .06%
Defaqto Quantrater KEY:
nr - not rated Click here to see the Quantrater Tool defaqto logo

NB: These are complex investments and therefore their value and the income derived from them may go down as well as up and you may not receive back all the money which you invest.

It is advisable to always seek professional advice from a qualified financial consultant before investing.

If you need help finding an appropriate adviser click here.

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