Latest Investment Fund News

Jupiter launches new fund

James Caldwell / 03 May 2012

Jupiter have launched a new fund with a focus on capital growth and low volatility. The Jupiter Strategic Reserve Fund is to be managed by the highly regarded investment multi asset team of Mile Gel... Read more

2012 ISA Ideas

David Hughes / 20 February 2012

With the ISA season well and truly upon us, now is the time to consider all of the options available. We therefore give you a detailed round-up of our selection of the best that the market has to of... Read more

Cautious Managed Funds Dominate Fund Supermarket Sales

David Hughes / 06 February 2012

Cautious Managed funds maintained their stronghold on the investment funds market last month, accounting for over 52 per cent of net sales according to the latest sales trends figures from Cofunds, ... Read more

UK Equity Income Funds

Select 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 Charge¹Your SavingSaving On ISA²AMC³Income Yield*Select Fund°Fact SheetApply Now
Newton Higher Income0%4.00%£4271.50% 1.30%7.02%yesFactsheetMore Info >
Income Paid Quarterly. The objective of the Fund is to achieve increasing distributions on a calendar year basis with long term capital growth. The Fund may also invest in collective investment schemes. See latest fund factsheet for details.
Schroders Income Maximiser0%5.25%£5601.50% 1.30%6.27%yesFactsheetMore Info >
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.
Artemis Income0%5.25%£5601.50% 1.30% 4.50%yesFactsheetMore Info >
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 High Income Fund0%5.00%£5341.50% 1.30%3.87%yesFactsheetMore Info >
Income Paid Twice Yearly. Popular with investors, this fund aims to deliver a high level of income combined with capital growth by investing primarily in UK based companies. See latest fund factsheet for details.
UK Equity Income0%3.75%£4001.50% 1.30%4.00%yesFactsheetMore Info >
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.
Invesco Perpetual Income0%5.00%£5341.50% 1.30%3.63%yesFactsheetMore Info >
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 28/02/12 - See Fund Factsheet for details.

¹The Initial Charge after 100% of the Fair Investment Company Charge has been rebated as well as any fund manager discounts we can pass on to you if applicable.

²Based on 2011/12 ISA allowance of £10,680 when you invest through Fair Investment Company.

³AMC is the Annual Management Charge applied by the Fund Manager. By using our Fund Supermarket we can rebate up to 0.20% of the AMC back to you. This rebate is paid into a cash account which is set up for you when you first invest.

°Select Fund - Has a OBSR A Star Rating or more and a 100% initial charge discount.

 

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.

Popular Funds

On our Select Fund range 100% of the initial charge is removed. You can buy funds online or request a postal investment pack.

 

See below for popular ethical bond funds that are not on our select panel.

 

Please note the funds below may have an initial charge.

Popular Funds - UK Equity Income
Fund ManagerFundFund Manager Initial Charge¹Your SavingSaving On ISA²AMC³Income Yield*Fact SheetApply Now
Jupiter Income Trust0.48%4.52%£4821.50% 1.30%5.00%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 28/02/12 - See Fund Factsheet for details.

¹The Initial Charge after 100% of the Fair Investment Company Charge has been rebated as well as any fund manager discounts we can pass on to you if applicable.

²Based on 2011/12 ISA allowance of £10,680 when you invest through Fair Investment Company.

³AMC is the Annual Management Charge applied by the Fund Manager. By using our Fund Supermarket we can rebate up to 0.20% of the AMC back to you. This rebate is paid into a cash account which is set up for you when you first invest.

 

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.

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