Performance data for the IMA's newly combined UK Equity Income sector shows over the long term many of the funds that were put into the UK Equity Income & Growth sector have managed to outperform the peer group.
Over three years, seven of the top 20 funds in the recombined UK Equity Income sector hail from the former UK Equity Income & Growth category, including the top two performers. The leading fund is the £162m Troy Trojan Income which has returned 2.05% over three years to 15 July 2010, compared to a sector average decline of 16.55%. It is followed by the £3m Unicorn UK Income which has produced a return of 1.05% over the same period. Other former UK Equity Income & Growth funds which feature in the new top 20 include the £2.9bn Halifax UK Equity Income, the £110m CF Walker Crips Equi...
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