Courtiers Wealth Management
Courtiers Wealth Management

News & Insights

A rare feat: top-quartile total returns and sector-leading dividend payouts

Two months after Trustnet named Courtiers Total Return Growth Fund as part of the Fantastic Four, they have now said that the Courtiers UK Equity Income Fund is a ‘holy grail’ of funds, managing to offer the rare feat of top-quartile total returns and sector-leading dividend payouts.

Trustnet looked through the top 25% of funds in the IA UK Equity Income sector to find the ones that grew investor’s capital, offered cumulative income payouts over five years (to the end of 2023) and delivered top-quartile total returns from 31st December 2018 to 13th June 2024.

Jake Reynolds, Head of Asset Management, said: “These funds are coming up to nine years old, and this shows how the strategy plays out in the long run.”

The Courtiers UK Equity Income Fund was one of four top funds that achieved this impressive feat, demonstrating our efforts to deliver for clients by both growing their wealth and offering them dividends. It’s an honour to be recognised.

You can read more about how Trustnet assessed the funds, as well as more information around the market, here:

The holy grail: UK equity income funds with high yields and top-quartile returns | Trustnet


About Trustnet:

Founded in 1996, FE Trustnet is the home of free, comprehensive fund prices, performance and key facts for the UK-domiciled funds market.

Important information

Past performance is not a reliable indicator of future returns. The value of investments, and the income from them, can go down as well as up and is not guaranteed and you may not get back the amount originally invested. Any forecast, projection or target where provided is indicate only and is not guaranteed in any way. Certain types of funds might carry a greater investment risk than other investment funds. Further details of the risks are associated with investing in Courtiers funds can be found in the Key Investor Information Document or Prospectus, copies of which are available on request or at www.courtiers.co.uk.

Disclaimer

This communication is for information purposes only and should not be relied upon in making an investment decision. The views expressed by individuals and the business are based on market conditions at the date of issue and are subject to change without notice. The mention of any stocks or shares should not be taken as recommendation to deal and does not take into account the individual investor’s investment objective or risk profile. Where an investment or security is denominated in a different currency to the investor’s currency of reference, changes in rates of exchange may have an adverse effect on the value, price or income of or from that investment to the investor. Any third party sites, or pages which are linked to the document, have not been reviewed by us and therefore we accept no responsibility for the authors or content of external link or pages. If you are interested in any of Courtiers Asset Management Limited’s range of funds, or require any financial advice, please speak to a financial adviser.

Issued by Courtiers Asset Management Limited, CAM0423972. Courtiers Asset Management Limited is Authorised and Regulated by the Financial Conduct Authority – Register No: 616322. Address: 18 Hart Street, Henley-on-Thames, Oxfordshire RG9 2AU. Tel: 01491 578368.

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