Aegon Diversified Monthly Income
Management group
Aegon Asset Management
Category
Mixed Asset Income
Related benchmark used
IA Mixed Investment 20-60% Shares sector
One-year total return outperformance (actual return)
5.3 (18.3)
Five-year total return outperformance (actual return)
3.5 (35.9)
Assets/Market capitalisation
£891m
Name of manager(s)/management team(s)
Vincent McEntegart, Jacob Vijverberg
Start date of longest serving manager(s)/management team(s)
Feb-14
Artemis Monthly Distribution
Management group
Artemis
Category
Mixed Asset Income
Related benchmark used
IA Mixed Investment 20-60% Shares sector
One-year total return outperformance (actual return)
4.9 (17.9)
Five-year total return outperformance (actual return)
7.3 (39.7)
Assets/Market capitalisation
£706m
Name of manager(s)/management team(s)
Jacob de Tusch-Lec, James Foster
Start date of longest serving manager(s)/management team(s)
May-12
Momentum Diversified Income
Management group
Momentum Global IM
Category
Mixed Asset Income
Related benchmark used
IA Mixed Investment 20-60% Shares sector
One-year total return outperformance (actual return)
16.2 (29.2)
Five-year total return outperformance (actual return)
14.9 (47.3)
Assets/Market capitalisation
£162m
Name of manager(s)/management team(s)
Richard Parfect, Mark Wright, Tom Delic, Gary Mogione
Start date of longest serving manager(s)/management team(s)
Jul-10
Premier Milton Cautious Monthly Income
Management group
Premier Miton Investors
Category
Mixed Asset Income
Related benchmark used
IA Mixed Investment 20-60% Shares sector
One-year total return outperformance (actual return)
8.5 (21.5)
Five-year total return outperformance (actual return)
5.2 (37.6)
Assets/Market capitalisation
£127m
Name of manager(s)/management team(s)
David Jane, Anthony Rayner
Start date of longest serving manager(s)/management team(s)
May-11
TB Wise Multi-Asset Income
Management group
TB Wise Funds
Category
Mixed Asset Income
Related benchmark used
IA Flexible Investment
One-year total return outperformance (actual return)
22.9 (42.9)
Five-year total return outperformance (actual return)
2 (56.2)
Assets/Market capitalisation
£89m
Name of manager(s)/management team(s)
Vincent Ropers, Philip Matthews
Start date of longest serving manager(s)/management team(s)
Oct-05