Morningstar upgrades Royal London UK Equity Income fund

Morningstar has upgraded the Royal London UK Equity Income fund to an Analyst Rating of Silver from its previous rating of Bronze.

The change follows a recent Analyst Ratings meeting.

Morningstar said the decade long performance of portfolio manager Martin Cholwill has been consistent in its ability to deliver yield and “competitive total returns for investors”.

Additionally, the fund is deemed to offer a cost advantage versus peers, with lower ongoing charges.

“These factors have led to a strong and consistent performance profile over a number of years.”


Jonathan Boyd
Editorial Director of Open Door Media Publishing Ltd, and Editor of InvestmentEurope. Jonathan has over two decades of media experience in Japan, Australia, Canada and the UK. Over the past 17 years he has been based in London writing about funds and investments. From editing the newsletter of the Swedish Chamber of Commerce in Japan in the 1990s he now focuses on Nordic markets for InvestmentEurope. Jonathan was awarded Editor of the Year at the Professional Publishers Association (PPA) Independent Publisher Awards 2017. Shortlisted for the same in 2016, he was also shortlisted in 2017 and 2015 for the broader PPA Awards category Editor of the Year (Business Media).

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