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Standard Life Investments: Fund Alert - European Equity Income

Investment News for Financial Advisers and Paraplanners

17 Mar 2015

Will James wins coveted FE Equity Income Alpha Manager Award


Standard Life Investments’ Will James has been confirmed as winner of the prestigious Equity Income award at the FE Alpha Manager of the Year Awards. As an FE Alpha Manager, which places Will among the top 10% of all UK fund managers, he was eligible for the award for his European Equity Income Fund.


The alpha manager rating aims to identify managers that have delivered on risk-adjusted alpha, consistency of outperformance versus the benchmark and outperformance in rising and falling markets. This ‘best in sector’ award bears testimony to Will’s ability to deliver a stable yield, while protecting investors’ capital during market falls.


The Fund, which has been managed by Will since inception in April 2009, has outperformed its sector average over one, three, five years and since launch*. Will’s management style focuses on evaluating companies depending on where they are in their life cycle, which then helps him construct a portfolio that combines high dividend, dividend growth or dividend upgrade characteristics. His disciplined approach throughout a variety of market conditions has resulted in the Fund consistently delivering a compelling level of capital appreciation, coupled with an attractive yield, which is currently 3.9%**.


On receiving the award Will commented “I am delighted to have received an award for the equity income sector as a whole”. He went on to confirm that his philosophy will focus on companies that “deliver superior through-cycle returns driven by market share gains, restructuring or organic growth on a global scale, while still continuing to pay attractive dividends to shareholders”.


Under Will's management the European Equity Income Fund has also be independently endorsed by Morningstar OBSR (Bronze rated), Rayner Spencer Mills (Rated) and Square Mile (A rated).



European Equity Income Fund Guide



Standard Life Investments


*Source: Financial Express bid/bid retail share class to 28.2.15

**Source: Standard Life Investments as at 12.3.15


The value of an investment and any income derived from it may fall as well as rise and is not guaranteed.


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