Reversal of fortunes for Chelverton and Troy in Sanlam list

Biannual rankings published

clock • 2 min read

Chelverton UK Equity Income fell hardest in the latest Sanlam Income Study plummeting 39 places from its White to Black list.

The fund, managed by David Taylor and David Horner, was said to have suffered the "worst standard deviation over five years", due to stock calls in the small- and mid-cap space. In the biannual study, others falling out of favour were Richard Buxton's Merian UK Equity Income fund, which dropped 28 places from the Grey to the Black list after a tough 2018, and Jeremy Lang and Bill Pattisson's Ardevora UK Income fund, whose performance caused it to fall down by 33 places. On the upside, Troy Trojan Income, run by Francis Brooke, had a challenging 2017 but appears to have made a rapid re...

To continue reading this article...

Join Investment Week for free

  • Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
  • Get ahead of regulatory and technological changes affecting fund management
  • Important and breaking news stories selected by the editors delivered straight to your inbox each day
  • Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
  • Be the first to hear about our extensive events schedule and awards programmes

Join now

 

Already an Investment Week
member?

Login

More on Investment

Stories of the Week: New Year Honours; Fundsmith slips down ii list; Another short position against Hargreaves Lansdown

Stories of the Week: New Year Honours; Fundsmith slips down ii list; Another short position against Hargreaves Lansdown

The biggest stories from the world of investment and asset management this week: New Year Honours; Fundsmith; Hargreaves Lansdown

Sarka Halas
clock 05 January 2024 • 1 min read
Partner Insight: Outlook 2024 from Royal London Asset Management

Partner Insight: Outlook 2024 from Royal London Asset Management

Royal London Asset Management
clock 03 January 2024 • 1 min read
Helen Wagstaff

CASCAID founder Helen Wagstaff awarded MBE in New Year Honours List

Services to charity

Investment Week
clock 30 December 2023 • 3 min read
Trustpilot