Santander knocks Liontrust's Geffen off Sanlam's White List

Sanlam Income Study

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 Professional Adviser

  • 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 Equities

The global equity sector has continued to see inflows

Industry Voice: The trend towards global equities is likely to continue

The argument for diversification is unambiguous given the uncertain economic backdrop

Fidelity International
clock 05 December 2022 • 1 min read
Abrdn set to return to FTSE 100 after relegation

Abrdn set to return to FTSE 100 after relegation

Hargreaves Lansdown predicts return along with Weir Group

Elliot Gulliver-Needham
clock 22 November 2022 • 2 min read
The global equity sector has continued to see inflows

Industry Voice: Sustainable investing is here to stay, despite the criticism

The industry is facing challenges but they have been overplayed

Jamie Harvey, portfolio manager at Fidelity International
clock 21 November 2022 • 1 min read