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