22 UK Equity Income Funds "Fail to Deliver"

22 funds were booted out of the Investment Associations UK Equity Income sector because they failed to meet the yield requirements - but they now could be due a promotion

External Writer 27 March, 2017 | 8:01AM

The UK Equity Income sector has long been a favourite place for investors to stash their cash – it offers the investment holy grail of growth and income. But as finding income has become increasingly difficult in recent years, the sector’s numbers have dwindled.

Some 22 funds have been booted out of the sector because they have failed to meet the yield requirements, reducing the total number of funds in the sector by a fifth.

Among their number are the £1.3 billion Rathbone Income fund, the £1.7 billion Schroder Income fund and the Invesco Perpetual Income and High Income funds, which together hold more than £16.5 billion of investors’ money.

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Securities Mentioned in Article

Security NamePriceChange (%)Morningstar
Rating
Invesco High Income UK Inc272.41 GBP-0.40
Invesco Income UK Inc1,064.87 GBP-0.36
Neptune Income A Acc GBP3.50 GBP-0.07
Rathbone Income R Acc1,315.11 GBP-0.36
Schroder Income Acc70.51 GBP-0.46

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