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UK Equity Income

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