Funds gear up for IA UK Equity Income sector return

Follows lowering of yield hurdle

clock • 4 min read

Funds ejected from the Investment Association's UK Equity Income sector could potentially rejoin the ranks following the industry body's decision to lower the yield hurdle from 110% of the FTSE All-Share to 100%.

A review into the IA UK Equity Income sector was launched in April 2016 after a number of high-profile funds, such as those run by Invesco Perpetual, Rathbones, Henderson and Schroders, and most recently Evenlode and Montanaro, were removed from the sector for failing to produce an average yield of 110% of the All-Share over a three year-rolling period. The IA invited members and financial advisers to submit feedback on three proposals: no change to the existing criteria, removing the yield requirement or requiring specific yield disclosure. Last week, the IA announced a decision that...

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

UK retail investors more influenced by domestic policy than geopolitical events

UK retail investors more influenced by domestic policy than geopolitical events

Winterflood Q1 report finds

clock 05 May 2026 • 2 min read
Darius McDermott: Defence in a fragmented world

Darius McDermott: Defence in a fragmented world

'It is clear that the world has changed and government spending is being redeployed'

Darius McDermott
clock 01 May 2026 • 4 min read
Canaccord Wealth launches crypto exposure offering to high-net-worth clients

Canaccord Wealth launches crypto exposure offering to high-net-worth clients

For risk profile 7+ portfolios

clock 29 April 2026 • 1 min read