UK Equity Income

Merian UK Equity Income

Management group: Jupiter

Category: UK Equity Income

Related benchmark used: FTSE All-Share

One-year total return: 8.38

Five-year total return: 35.1

Assets/Market capitalisation: £64.1mn

Name of manager(s)/management team(s): Ed Meier

Start date of longest serving manager(s)/management team(s): December 2016

Merchants Trust ★

Management group: Allianz

Category: UK Equity Income

Related benchmark used: FTSE All-Share

One-year total return: 7.5

Five-year total return: 51.6

Assets/Market capitalisation: £843mn

Name of manager(s)/management team(s): Simon Gergel

Start date of longest serving manager(s)/management team(s): April 2006

Finsbury Growth & Income

Management group: Lindsell Train

Category: UK Equity Income

Related benchmark used: FTSE All-Share

One-year total return: 13.7

Five-year total return: 34.6

Assets/Market capitalisation: £1.9bn

Name of manager(s)/management team(s): Nick Train

Start date of longest serving manager(s)/management team(s): December 2000

City of London Trust

Management group: Janus Henderson

Category: UK Equity Income

Related benchmark used: FTSE All-Share

One-year total return: 7.7

Five-year total return: 27.9

Assets/Market capitalisation: £2.11bn

Name of manager(s)/management team(s): Job Curtis

Start date of longest serving manager(s)/management team(s): July 1991

Edinburgh Investment Trust

Management group: Liontrust

Category: UK Equity Income

Related benchmark used: FTSE All-Share

One-year total return: 11.1

Five-year total return: 27.9

Assets/Market capitalisation: £1.1bn

Name of manager(s)/management team(s): Chris Field & James de Uphaugh

Start date of longest serving manager(s)/management team(s): March 2020