Winner: Artemis Monthly Distribution
The shortlisted companies are:
Artemis Monthly Distribution
L&G Future World Global Opps
Invesco Global Income
Premier Miton Cautious Monthly Income
Majedie Investment Trust
Artemis Monthly Distribution
Management group: Artemis
Category: Mixed Asset Income
Related benchmark used: IA Mixed Investment 20-60% Shares
One-year total return: 13.77
Five-year total return: 30.77
Yield: 4.72
Assets/Market capitalisation: £730mn
Name of manager(s)/management team(s): Jacob De Tusch-Lec, James Davidson, David Ennett & Jack Holmes
Start date of longest serving manager(s)/management team(s): May 21, 2012
L&G Future World Global Opps
Management group: Legal & General
Category: Mixed Asset Income
Related benchmark used: IA Mixed Investment 20-60% Shares
One-year total return: 11.9
Five-year total return: 36.55
Yield: 2.6
Assets/Market capitalisation: £123.6mn
Name of manager(s)/management team(s): Colin Reedie
Start date of longest serving manager(s)/management team(s): June 30, 2019
Invesco Global Income
Management group: Invesco
Category: Mixed Asset Income
Related benchmark used: IA Mixed Investment 20-60% Shares
One-year total return: 11.16
Five-year total return: 28.92
Yield: 4.19
Assets/Market capitalisation: £60mn
Name of manager(s)/management team(s): Stephen Anness, Alexandra Ivanova & Stuart Edwards
Start date of longest serving manager(s)/management team(s): December 31, 2019
Premier Miton Cautious Monthly Income
Management group: Premier Miton
Category: Mixed Asset Income
Related benchmark used: IA Mixed Investment 20-60% Shares
One-year total return: 10.75
Five-year total return: 29.28
Yield: 5.05
Assets/Market capitalisation: £146mn
Name of manager(s)/management team(s): David Jane & Anthony Rayner
Start date of longest serving manager(s)/management team(s): May 19, 2008
Majedie Investment Trust
Management group: Marylebone Partners
Category: Mixed Asset Income
Related benchmark used: IA Mixed Investment 20-60% Shares
One-year total return: 15.9
Five-year total return: 20.6
Yield: 2.97
Assets/Market capitalisation: £103mn
Name of manager(s)/management team(s): Majedie Investments
Start date of longest serving manager(s)/management team(s): January 1, 2014
