Miton's UK Multi Cap Income tops Sanlam White List

Schroder Income Maximiser sees biggest jump

Daniel Flynn
clock • 4 min read

Economic uncertainty throughout 2016 has prompted a shake-up of Sanlam Private Wealth's prestigious White List, with eight funds falling from the list since June, while Miton's UK Multi Cap Income has knocked the previous leader off the top spot.

Gervais Williams's (pictured) and Martin Turner's £755m CF Miton UK Multi-Cap Income fund topped December's White List, after producing solid returns on a consistent basis, low volatility compared with peers and strong income, despite weak 2016 performance relative to its own history. Meanwhile, June's White List leader, Francis Brooke's £3.2bn Troy Trojan Income fund, dropped 18 places to fall into the lower-ranked Grey List, following weaker performance in the second half of the year as its quality style bias started to move out of favour.  Sanlam's bi-annual report ranks IA UK Equi...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Investment

Future of Investment Festival: Our specialist sessions for advisers

Future of Investment Festival: Our specialist sessions for advisers

Future-proofing advice, building sustainable portfolios, all things SDR

Professional Adviser
clock 19 April 2024 • 2 min read
Why non-transparent managers are behind most failed acquisitions

Why non-transparent managers are behind most failed acquisitions

‘They don’t understand the importance of culture and cohesion’

Rami Cassis
clock 12 April 2024 • 3 min read
Partner Insight: Understanding the investment universe

Partner Insight: Understanding the investment universe

Invesco
clock 12 April 2024 • 6 min read