UK Equity Income Unconstrained Flying High
30 January 2015
Global fund manager, Standard Life Investments' today announces that since 2009, the UK Equity Income Unconstrained Fund has returned 187.2% compared with 102% for the IMA UK Equity Income Sector Average, placing it in the fifth percentile of its peer group*.
Ideal for investors seeking an attractive level of income, alongside the potential for capital growth over the long term, the Fund seeks to deliver a yield of 110% of the FTSE All-Share yield on a rolling three-year period. Its unconstrained mandate allows for a broad investable universe beyond the income-generating stalwarts found in more traditional UK equity income funds.
Since 2009, the Fund has been successfully managed by Thomas Moore, an Investment Director within Standard Life Investments' 18 strong UK Equities Team who collectively manage over £20bn of assets. The Fund has been a top performer in the IMA UK Equity Income Sector – with a top-decile ranking over 1, 2, 3, 4 and 5-year time periods**. Thomas said;
*Source: Morningstar Direct, 1/1/2009 to 31/12/2014 (retail accumulation units, net of fees)
** Source: Morningstar Direct, to 31/12/2014 (retail accumulation units, net of fees)