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SLI’s Equity Income Unconstrained Fund breaks GBP100m


Standard Life Investments’ UK Equity Income Unconstrained Fund has broken through the GBP100m barrier.

The fund, which is ‘Silver’ rated by Standard & Poor’s, has produced top decile performance since Thomas Moore (pictured) became manager in 2009, when total assets stood at GBP13.2m.

The manager takes an active, bottom up approach, aiming to provide investors with income, balanced with capital growth over the long term.

Moore says: "We are absolutely delighted with the growth in the size of the fund and the ongoing support from investors. Since inception it has returned 87.24 per cent for investors against a sector average return of 53.91 per cent. In addition to this top decile performance track record, the fund has an attractive income profile with the payout growing in 2010, 2011 and forecast to grow again in 2012.”

The UK Equity Income Unconstrained Fund provides a differentiated approach to income investing and, unlike many traditional UK income funds, is designed to exploit opportunities from across the full spectrum of the FTSE All Share, including further down the market cap scale where earnings and dividend growth are typically stronger. Not bound by a benchmark, the fund’s position sizes truly reflect conviction levels. The manager and team can focus on best stock ideas across sectors that offer the prospect of positive earnings surprises and dividend increases.

Jacqueline Lowe, head of UK wholesale at Standard Life Investments, says: “We are extremely pleased with the growth and performance of this Fund, particularly in times of such uncertainty in the market where sentiment towards equities has remained fragile due to the Eurozone crisis. Investors are now clearly seeing strength in UK corporate earnings, balance sheets and the attractive dividends on offer.

“Key to the fund’s success is the consistent and rigorous investment process and Focus on Change philosophy adopted by our award-winning UK equities team a process which takes full advantage of regular contact with senior management and our quantitative stock selection matrix. The attraction of equity income makes sense in the current market environment and we have every confidence that this fund will continue to satisfy the expectations of our investors.”

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