UK Equity Income Funds

Compare UK Equity Income Funds

UK equity income funds aim to achieve a competitive level of income from investments in UK stocks and shares. Some funds will focus primarily on driving a high income while others will seek to provide a reasonable level of income and capital growth. Some fund will pay monthly income, while others will make distributions quarterly or twice yearly.

Select Income Funds - UK Equity Income
Fund ManagerFundFund Manager Initial Charge¹AMC³Income Yield*Select Fund°Fact SheetHow to Invest
Schroders Income Maximiser0%0.75%7.0%yesFactsheetApply Now >
Income Paid Quarterly. The Fund’s investment objective is to provide income with potential for capital growth primarily through investment in equity and equity related securities of UK companies. The fund will also use derivative instruments to generate additional income. See latest fund factsheet for details.
Woodford Equity Income Fund0%0.75%3.50%yesFactsheetApply Now >
Our selected partner for investing in Neil Woodford's Equity Income fund is Barclays Stockbrokers, via their INVESTMENT ISA for new ISAs and ISA transfers, or their MARKETMASTER® ACCOUNT for non-ISA investments. Income Paid Quarterly.The fund’s investment objective is to provide investors with long-term appreciation through investing in stocks primarily listed on the UK stock exchanges. Up to 20% may be invested in international companies. The income objective is 10% higher than the FTSE All Share Index yield with an anticipated annual yield of 4.0%.
Threadneedle UK Equity Income0%0.75%4.0%yesFactsheetApply Now >
Income Paid Quarterly. The Fund aims to achieve an above average rate of income combined with sound prospects for capital growth. The Fund invests primarily in UK equities. It may, however, invest in other securities such as convertibles and gilts. See latest fund factsheet for details.
AXA Framlington UK Equity Income0%0.75%3.86%yesFactsheetApply Now >
Income Paid Twice Yearly. This fund aims to produce a higher than average yield combined with long term growth of income and capital. Investment is made principally in UK equities and convertible shares of companies which, in the Manager's opinion, show above average profitability, management quality and growth.. Save up to 100% on Initial Charges.
Artemis Income0%0.75%3.7%yesFactsheetApply Now >
Income Paid Twice Yearly. This fund aims to provide an increasing income and capital growth from investing mainly in ordinary shares, preference shares, convertible bonds and fixed-interest securities in the UK. We will not be restricted in our choice of investments, either by the size of the company, the industry it trades in, or the geographical split of the portfolio. See latest fund factsheet for details.
Invesco Perpetual Income0%0.75%3.2%yesFactsheetApply Now >
Income Paid Twice Yearly. The Invesco Perpetual Income Fund aims to achieve a reasonable level of income, together with capital growth. The fund intends to invest primarily in companies listed in the UK, with the balance invested internationally. See latest fund factsheet for details.

*Current Income Yields are Gross, Variable and Not Guaranteed as at 31/01/14 - Yields are rounded down to one decimal place - See latest Fund Factsheet for details.  7.0% target yield for Schroder's Income Maximiser and 4.0% anticipated yield for Woodford's Equity Income Fund

³AMC is the Annual Management Charge applied by the Fund Manager.

°Select Fund - See how our funds are selected

Popular Funds
Popular Funds - UK Equity Income
Fund ManagerFundFund Manager Initial Charge¹AMC³Income Yield*Fact SheetHow to Invest
Jupiter Income Trust0%0.75%4.60%FactsheetMore Info >
Income Paid Twice Yearly. Income fund with a strong performance record that invests mainly in UK equities to provide an income that will rise at least in line with inflation. See latest fund factsheet for details.

*Current Income Yields are Gross, Variable and Not Guaranteed as at 01/08/12 - See Fund Factsheet for details.

³AMC is the Annual Management Charge applied by the Fund Manager. 

 

Bonds: To provide the potential for overall returns these funds invest in bonds, also known as fixed interest securities. This is achieved by receiving regular interest on loans to companies or governments. There is a chance the bond issuer could fall into financial difficulty and will not be able to pay the interest or the loan back, which could result in a fall in your investment returns. Bonds can also be sensitive to trends in interest rate movements and if interest rates go up, the returns on your investment are likely to fall as bonds can become less attractive. On the other hand, if interest rates fall, bonds are likely to become more attractive and your investment returns increase.

 Important Risk Information:

This website contains information only and does not constitute advice or a personal recommendation in any way whatsoever. The value of investments and income from them can fall as well as rise and you may not get back the full amount invested. The tax efficiency of ISAs is based on current tax law and there is no guarantee that tax rules will stay the same in the future.

Different types of investment carry different levels of risk and may not be suitable for all investors. Please ensure that you read the Important Risk Information for further details. Prior to making any decision to invest, you should ensure that you are familiar with the risks associated with a particular investment and should read the product literature. If you are in any doubt as to the suitability of a particular investment, both in respect of its objectives and its risk profile, you should seek independent financial advice.