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