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In the table below, we organise our featured funds into different categories to guide you towards funds that are suitable for your needs.
You can also access and download a full report, which explains the different categories and provides additional sector perspectives and performance pointers. Click here to access the full report.
Fund Name | List Type | SRRI* | Fund Snapshot | |
---|---|---|---|---|
Larger-Cap, Income and Growth | ||||
Artemis Income | 6 | A long-established UK equity income fund. The approach is based upon the assiduous analysis of company cash flows, with the managers seeking an attractive total return through the growth of both income and capital. Within its sector, the fund features in our 'Larger-Cap, Income and Growth' category. | ||
Larger-Cap, Dividend Sustainability | ||||
Fidelity MoneyBuilder Dividend | 5 | A UK equity income fund with a focus on delivering a high and growing dividend. With this in mind, the manager focuses on high quality, large-cap companies with robust cashflows, investing according to the mantra 'safety of income at a reasonable price'. Within its sector, the fund features in our 'Larger-Cap, Dividend Sustainability' category. | ||
Mid to Larger-Cap, Income and Growth | ||||
Rathbone Income | 6 | A UK Equity fund that seeks dividend-paying opportunities in mid and larger-cap stocks. The approach is based upon ten core investment principles, which manifests themselves in the three areas of risk management, the assessment of a company's quality and its valuation. Within its sector, the fund features in our 'Mid to Larger-Cap, Income and Growth' category. | ||
Royal London UK Equity Income | 6 | A UK Equity fund that seeks dividend-paying opportunities in mid and larger-cap stocks. Stock analysis is focused upon the growth and sustainability of cash flows and a company's dividend growth. Within its sector, the fund features in our 'Mid to Larger-Cap, Income and Growth' category. | ||
* A fund's KIID Synthetic Risk and Reward Indicator (SRRI) is a regulatory measurement that is, where possible, calculated from the volatility of a fund’s weekly performance over a five-year period. This is calculated by and sourced from third party Asset Managers, who submit this information to data providers. The methodology is set by the Committee of European Securities Regulators (CESR). In producing this report, we have used the SRRI scores of the oldest/primary share classes, as determined by Morningstar Direct (our data supplier), but we do not vouch for their accuracy. It is important to note that different share classes may have differing SRRI scores and that SRRI scores can change at any time. |
At The Adviser Centre, our primary aim is to support financial professionals in their fund selection and suitability work through independently-minded research, borne of decades of industry experience. Our process is framed by the fundamental concepts of “quality”, “value” and “utility”, through which we answer the key questions of why to invest in a fund, how it is likely to behave and how it can be deployed.
The Adviser Centre team members are some of the most experienced in the fund research industry. We can always look forward to robust and constructive discussions and we have great respect for their views and perspectives, which, given the breadth of their fund and market knowledge, come from an extremely well-informed position.
We have known and worked with the team for several years and we value their experience and the insights they provide to our own investment process. The service differentiates itself by its more focused nature and the information on their factsheets is useful in emphasising a fund’s key mandate, exposure and style biases, helping to explain the risk/return journey that our customers can expect.
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