Schroder Income among funds returning to IA UK Equity Income sector

Volatility Managed sector constituents revealed

Jayna Rana
clock • 3 min read

Four vehicles, including the £1.7bn Schroder Income fund, have rejoined the Investment Association's UK Equity Income sector after being ejected in recent years.

Last month, the IA lowered the UK Equity Income sector's yield hurdle from 110% to 100% of the index's yield over a three-year rolling period, while failure to achieve 90% of the index yield in any one-year period would result in a fund being removed from the sector. The move followed a comprehensive review of the sector including consultation with members and advisers, after a number of big funds were kicked out of the sector for failing to meet the yield criteria. However, the changes mean a number of funds previously ejected from the sector have been able to reapply.  Currently,...

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

Advisers look to capital accumulation in Q2 2025

Advisers look to capital accumulation in Q2 2025

Interest in inflation protection nudges up

Jen Frost
clock 18 July 2025 • 3 min read
For companies – and their investors – management matters

For companies – and their investors – management matters

'Management, whatever the setting, really is a difference-maker'

Gabriel Sacks
clock 17 July 2025 • 4 min read
'No difference in my view': Reeves LTAF-ISA decree not enough to make platforms offer them

'No difference in my view': Reeves LTAF-ISA decree not enough to make platforms offer them

Retail platforms await further rule change details

Eve Maddock-Jones
clock 16 July 2025 • 4 min read