UK Equity Income
Changes over the last 6 months
A very tough period for equity income funds, particularly those that work hard to meet their income objective. Out go Henderson UK Equity Income, New Star Strategic Income, and Invesco Perpetual Income and Growth. Form is temporary, but class is permanent, and in come Neptune Income and Standard Life UK Equity High Income. A sector which is looking increasingly good value.
The results
Of the funds featured, the key achievements of these funds are:
Compared to the index:
outperformance (1.8%) over 12 months, and 2.7% over 36 months
Compared to the sector average:
outperformance 4% over 12 months, and 15.2% over 36 months
I have been extremely impressed by both your Property Guide and latest 6-month report, and to see yo...
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