There are three new entrants to the latest Sanlam White List of the best UK equity income funds, while Gervais Williams and Martin Turner's Miton UK Multi Cap Income fund has held onto the top spot for the third consecutive study.
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 contr...
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