Santander knocks Geffen off Sanlam's White List top spot

Latest Income Study results

David Brenchley
clock • 3 min read

Santander Enhanced Income has leapfrogged Robin Geffen's Liontrust Income to top the white list in Sanlam's latest income study of best and worst performing UK equity income funds.

The £53.7m Santander offering had delivered alpha versus peers in 2020, following a good return profile in 2019, Sanlam said, as it moved up one place from the second spot it had occupied for the past couple of studies. While Geffen's £345.6m mandate slipped off top spot again, Sanlam said it continued to deliver decent performance returns, including during recent volatility. It is consistently first and second quartile across volatility, income and performance criteria, the study noted. Elsewhere, Charles Luke's £171m ASI UK Income Equity continued its rise up the study, jumping 13 p...

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

Trustpilot