Artemis, Schroders and Slater: Which funds have topped Sanlam's latest income White List?

Six new entrants

Laura Dew
clock • 3 min read

There are six new entrants to the latest Sanlam White List of the best UK equity income funds, with Mark Slater's Income fund ousting LF Miton UK Multi Cap Income from the top spot.

Sanlam's bi-annual study ranks UK equity income funds over five individual calendar years using seven different criteria based on performance, volatility and the income distributed, with the most recent period of performance receiving a greater weighting.  Funds are then divided between the White, Grey and Black Lists.  The White List is formed from funds that have established their ability over five years to produce superior total returns, while the Grey List can be a temporary home for a manager with an out-of-favour style or an early warning signal for a fund in decline. In cont...

To continue reading this article...

Join Investment Week for free

  • Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
  • Get ahead of regulatory and technological changes affecting fund management
  • Important and breaking news stories selected by the editors delivered straight to your inbox each day
  • Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
  • Be the first to hear about our extensive events schedule and awards programmes

Join now

 

Already an Investment Week
member?

Login

More on UK

Evelyn Partners drops Ninety One UK Alpha for Fidelity Special Sits
UK

Evelyn Partners drops Ninety One UK Alpha for Fidelity Special Sits

Core Managed Portfolio Service rebalance

Beth Brearley
clock 10 December 2024 • 1 min read
Odyssean IT bets on surge in M&A among UK equities
UK

Odyssean IT bets on surge in M&A among UK equities

Half-year results

Beth Brearley
clock 28 November 2024 • 2 min read
UK dividends plummet by 8.1% in Q3 as mining sector struggles
UK

UK dividends plummet by 8.1% in Q3 as mining sector struggles

While mid-caps grow

Linus Uhlig
clock 24 October 2024 • 2 min read
Trustpilot