The ten UK equity income funds beating FTSE All-Share on all counts

Research using FE fundinfo data

Lauren Mason
clock • 4 min read

ES R&M UK Equity Income, AXA Framlington UK Equity Income and ASI UK Income Equity are among ten funds in the IA UK Equity Income universe to have beaten the FTSE All-Share on their total returns and risk-adjusted returns, all the while maintaining dividend yields above 4%, according to Investment Week research using FE fundinfo data.

This comes at a particularly torrid time for the sector. According to data from FE fundinfo, the average fund in the IA UK Equity Income sector has lost 23.7% year-to-date, compared to the IA UK All Companies sector average and the FTSE All-Share index's respective losses of 19.8% and 20.7%. Income-focused funds have likely struggled more than their growth-focused counterparts due to a greater dependence on the oil & gas and financial sectors for yield, both of which have been hard-hit this year as high-growth tech stocks have continued to rally. Which UK equity income investment trusts ...

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