Allianz Merchants Trust
Management group
Alllianz
Category
UK Equity Income
Related benchmark used
FTSE All-Share
One-year total return outperformance (actual return)
23.7 (44.8)
Five-year total return outperformance (actual return)
29.9 (71.3)
Assets/Market capitalisation
£652m
Name of manager(s)/management team(s)
Simon Gergel
Start date of longest serving manager(s)/management team(s)
Apr-06
The Diverse Income Trust
Management group
Premier Miton Investors
Category
UK Equity Income
Related benchmark used
FTSE All-Share
One-year total return outperformance (actual return)
22.8 (43.2)
Five-year total return outperformance (actual return)
14.7 (56.1)
Assets/Market capitalisation
£428m
Name of manager(s)/management team(s)
Gervais Williams, Martin Turner
Start date of longest serving manager(s)/management team(s)
Apr-11
JPM Claverhouse IT
Management group
JPMorgan Asset Management
Category
UK Equity Income
Related benchmark used
FTSE All-Share
One-year total return outperformance (actual return)
14.1 (35.5)
Five-year total return outperformance (actual return)
22.7 (64.1)
Assets/Market capitalisation
£441m
Name of manager(s)/management team(s)
William Meadon, Callum Abbot
Start date of longest serving manager(s)/management team(s)
Feb-12
Law Debenture IT
Management group
Janus Henderson
Category
UK Equity Income
Related benchmark used
FTSE All-Share
One-year total return outperformance (actual return)
36.6 (58)
Five-year total return outperformance (actual return)
54.9 (96.3)
Assets/Market capitalisation
£907m
Name of manager(s)/management team(s)
James Henderson, Laura Foll
Start date of longest serving manager(s)/management team(s)
Jun-03
Schroder Income Growth IT
Management group
Schroders
Category
UK Equity Income
Related benchmark used
FTSE All-Share
One-year total return outperformance (actual return)
12 (33.4)
Five-year total return outperformance (actual return)
19.6 (61)
Assets/Market capitalisation
£204m
Name of manager(s)/management team(s)
Sue Noffke
Start date of longest serving manager(s)/management team(s)
Jul-11