Winner: JPMorgan Global Growth & Income
The shortlisted companies are:
JPMorgan Global Growth & Income
Liontrust Global Dividend
Invesco Global Equity Income
Aviva Investors Global Equity Income
Aegon Global Equity Income
JPMorgan Global Growth & Income
Management group: JPMorgan Asset Management
Category: Global Equity Income
Related benchmark used: MSCI World
One-year total return: 22.13
Five-year total return: 104.03
Assets/Market capitalisation: £2.5bn
Name of manager(s)/management team(s): Timothy Woodhouse, Helge Skibeli & Rajesh Tanna
Start date of longest serving manager(s)/management team(s): September 9, 2017
Liontrust Global Dividend
Management group: Liontrust
Category: Global Equity Income
Related benchmark used: MSCI World
One-year total return: 18.99
Five-year total return: 80.92
Assets/Market capitalisation: £373mn
Name of manager(s)/management team(s): Storm Uru & James Dowey
Start date of longest serving manager(s)/management team(s): August 31, 2017
Invesco Global Equity Income
Management group: Invesco
Category: Global Equity Income
Related benchmark used: MSCI World
One-year total return: 17.71
Five-year total return: 65.52
Assets/Market capitalisation: £695mn
Name of manager(s)/management team(s): Stephen Anness & Joe Dowling
Start date of longest serving manager(s)/management team(s): December 31, 2019
Aviva Investors Global Equity Income
Management group: Aviva Investors
Category: Global Equity Income
Related benchmark used: MSCI World
One-year total return: 16.07
Five-year total return: 81.23
Assets/Market capitalisation: £347mn
Name of manager(s)/management team(s): Richard Saldanha
Start date of longest serving manager(s)/management team(s): November 21, 2013
Aegon Global Equity Income
Management group: Aegon
Category: Global Equity Income
Related benchmark used: MSCI World
One-year total return: 15.32
Five-year total return: 69.36
Assets/Market capitalisation: £619mn
Name of manager(s)/management team(s): Mark Peden, Douglas Scott & Robin Black
Start date of longest serving manager(s)/management team(s): September 29, 2012
