| 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
|
6.04%
|
16.43%
|
|
Invesco Fund Managers
|
Invesco Perpetual Income & Growth
|
Ciaran Mallon
|
£453
|
£500
|
£20
|
1.7%
|
5
|
4.65%
|
na
|
|
Threadneedle Investments
|
Threadneedle UK Equity Income
|
Leigh Harrison
|
£1,122
|
£2,000
|
na
|
1.62%
|
5
|
2.15%
|
15.22%
|
|
Threadneedle Investments
|
Threadneedle UK Monthly Income
|
Jonathan Barber
|
£515
|
£2,000
|
na
|
1.62%
|
5
|
1.44%
|
6.47%
|
|
Aberdeen UT Mgrs Ltd
|
Aberdeen UK Equity Income Fund
|
Pan European Equities Team
|
£150
|
£500
|
£50
|
1.6%
|
5
|
.84%
|
1.21%
|
|
AXA Framlington
|
AXA Framlington Blue Chip Equity Income Fund
|
Jamie Forbes Wilson
|
£71
|
£1,000
|
£50
|
1.58%
|
5
|
.71%
|
na
|
|
SWIP Fund Management Limited
|
SWIP MM UK Equity Income A
|
Externally Managed
|
£1,171
|
£1,000
|
na
|
1.81%
|
5
|
.28%
|
na
|
|
HSBC Global Asset Management (UK) Ltd
|
HSBC Income
|
HSBC Multimanager
|
£278
|
£1,000
|
£50
|
1.65%
|
5
|
-.2%
|
na
|
|
Royal London UT Mgrs Ltd
|
Royal London UK Equity Income Fund
|
Martin Cholwill
|
£233
|
£1,000
|
£50
|
1.33%
|
5
|
-1.75%
|
2.6%
|
|
Capita Financial Group Ltd
|
Trojan Income Fund O
|
Francis Brooke
|
£382
|
£1,000
|
£100
|
1.06%
|
4
|
7.1%
|
27.21%
|