Which funds have topped Sanlam's latest income White List?

Six new entrants

Laura Dew
clock • 3 min read

There are six new entrants to the latest Sanlam White List of the best UK equity income portfolios, with Mark Slater's Income fund ousting LF Miton UK Multi Cap Income from the top spot.

Sanlam's bi-annual study ranks UK equity income funds over five individual calendar years using seven different criteria based on performance, volatility and the income distributed, with the most recent period of performance receiving a greater weighting.  Funds are then divided between the White, Grey and Black Lists.  The White List is formed from funds that have established their ability over five years to produce superior total returns, while the Grey List can be a temporary home for a manager with an out-of-favour style or an early warning signal for a fund in decline. In cont...

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

Ten Schroders funds red flagged due to underperformance

Ten Schroders funds red flagged due to underperformance

Assessment of Value report shows

Linus Uhlig
clock 29 April 2025 • 3 min read
Did the bond market cause Trump's tariff U-turn?

Did the bond market cause Trump's tariff U-turn?

90-day pause on tariffs introduced on ‘Liberation Day’

Laith Khalaf
clock 24 April 2025 • 3 min read
RLAM implements Sustainability Focus label across £11bn portfolio range

RLAM implements Sustainability Focus label across £11bn portfolio range

Across a mix of funds and trusts

Cristian Angeloni
clock 23 April 2025 • 1 min read