The best UK Equity Income fund with momentum right now.
The UK Equity Income sector is up 5.47% over 6 months vs. the FTSE 100, which is up 8.86%.
Best fund: JOHCM UK Equity Income fund. This fund is up 12.06%, outperforming the sector average by 6.59%
Worst fund: Newton UK Income. This fund is up 0.37%, underperforming the sector average by 5.10%
Best and Worst funds are based on our Dynamic Fund Ratings. For more on how these ratings work see our research here.
If you are an income investor have a look at our Income Tool for the best funds with consistency of payout growth.
Table 1: Best and worst fund vs. sector average
|
|
Fund
|
6-month performance (%)
|
|
Best fund
|
JOHCM - UK Equity Income
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12.06
|
|
Worst fund
|
Newton - UK Income
|
0.37
|
|
Sector average
|
|
5.47
|
Chart 1: Best and worst fund vs. sector average
Data period: 31/08/2016-28/02/2017, Universe: Retail UT & OEICs, Fund size >£50m