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Best UK Equity Income fund for your ISA

Posted by: Sam Lees
Membership level: Free

 

The UK Equity Income sector is up 5.47% over 6 months vs. the FTSE 100, which is up 8.86%. 

Best fund: JOHCM UK Equity IncomeAnalysis Save to my funds Add to basket fund. This fund is up 12.06%, outperforming the sector average by 6.59%

Worst fund: Newton UK IncomeAnalysis Save to my funds Add to basket. This fund is up 0.37%, underperforming the sector average by 5.10%

Best and Worst funds are based on our Dynamic Fund Ratings.  For more on how these ratings work see our research here.  

If you are an income investor have a look at our Income Tool for the best funds with consistency of payout growth.

Table 1: Best and worst fund vs. sector average

 

Fund

6-month performance (%)

Best fund

JOHCM - UK Equity Income

12.06

Worst fund

Newton - UK Income

0.37

Sector average

 

5.47

Chart 1: Best and worst fund vs. sector average

Data period: 31/08/2016-28/02/2017, Universe: Retail UT & OEICs, Fund size >£50m

Topic: Fund analysis


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