Listings Listings
Listings
Top10s & Tables Top10s & Tables
Top10s & Tables
Guides Guides
Guides

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%

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.