How do the big UK and global income funds compare?

INCOME

Ruli Viljoen, head of investment research at Morningstar OBSR, compares the big players in the UK and Global Equity Income sectors.

Equity income investing remains a popular investment strategy and in these times of heightened uncertainty we have seen funds adopting an equity income investment approach deliver returns ahead of their respective benchmarks. Interestingly, in the last 11 years UK Equity Income has been one of the few equity approaches where the average fund has consistently been able to add value over the indices, thereby not only outperforming in periods of market weakness. Indeed, since 2001 the average UK Equity Income fund has outperformed the FTSE All Share Index in seven out of eleven calendar yea...