Liontrust's Geffen returns to top of Sanlam Income Study's White List

HBSC, M&G and Janus Henderson ‘constant laggards’

James Baxter-Derrington
clock • 3 min read

The £320m Liontrust Income fund has reclaimed its position at the top of Sanlam UK’s H1 2020 Income Study, after falling 18 places in the year-end edition.

Liontrust Income headed the July 2019 study before plunging down the rankings six months later. However, it has returned to the top spot in the latest white list. "Key to its success has been consistency across the study's criteria, which are volatility, income and performance." Maintaining second position is the Santander Enhanced Income fund, whose managers Graham Ashby and Duncan Green "recently proved their worth again", while LF Miton UK Multi Cap Income fund took third place, jumping 17 places thanks to "strong volatility management". Two new entrants to the white list are th...

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

'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
Bikes, bias and the quest for outperformance

Bikes, bias and the quest for outperformance

I'm a disciple of the philosophy espoused by Lotus founder Colin Chapman: 'Add lightness'

Tobias Bucks
clock 14 July 2025 • 5 min read

Watch Professional Adviser's Working Lunch with Schroders - Beyond the Pulse: Essential insights for financial advisers in 2025

Catch up on the discussion

Professional Adviser
clock 10 July 2025 • 1 min read