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 (%)
St. James Place UT Group Ltd St James Equity Income Schroder £418 £1,500 £100 1.75% 5 52.83% 35.32%
Aviva Investors Aviva Investors UK Equity Income Chris Murphy £610 £1,000 £50 1.51% 5y 34.44% 34.75%
Artemis Artemis Income Adrian Frost/Adrian Gosden £2,854 £1,000 £50 1.54% 5 33.07% 29.73%
Schroder UTs Ltd Schroder Income Nick Purves/Ian Lance £694 £1,000 £50 1.66% 4 54.88% 33.65%
Capita Financial Managers Taylor Young Equity Income Taylor Young IM £14 £7,000 £100 1.64% 4 44.06% 31.16%
Royal London UT Mgrs Ltd Royal London Equity Income Trust Martin Cholwill £176 £1,000 £50 1.36% 4 40.86% 21.27%
Neptune Investment Management Neptune Quarterly Income Fund Robin Geffen/Alex Breese £17 £1,000 £50 2% 4 34.85% na
Ignis Asset Management Ignis Higher Yield Martin Brown £106 £500 £50 1.66% 4yy 32.48% 14.46%
Hargreaves Lansdown HL MM Income & Growth Portfolio Trust Lee Gardhouse £511 £2,500 £50 1.97% 4 29.01% 22.27%
Jupiter Jupiter Income Anthony Nutt £2,776 £500 £50 1.69% 4 28.2% 13.71%
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.

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