We don’t support this browser anymore.
This means our website may not look and work as you would expect. Read more about browsers and how to update them here.

WS Guinness UK Equity Income (Class Z) Class Z - Income - (GBP)

Sell:74.29p Buy:74.29p Change: 0.94p (1.28%)
Prices as at 23 April 2025
Sell:74.29p
Buy:74.29p
Change: 0.94p (1.28%)
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
Prices as at 23 April 2025
Sell:74.29p
Buy:74.29p
Change: 0.94p (1.28%)
Prices as at 23 April 2025
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
The selling price currently displayed is higher than the buying price. This can occur temporarily for a variety of reasons; shortly before the market opens, after the market closes or because of extraordinary price volatility during the trading day.

Our view on this Fund

This fund does not feature on the Wealth Shortlist of funds our analysts believe have the potential to outperform their peers over the long term. This is not a recommendation to sell; however, if you are thinking of adding to your investments, we believe the Wealth Shortlist is a good place to start. View funds on the Wealth Shortlist »

Our view on the sector

Equity income funds are popular with investors. Most aim to generate a rising income, and increase the value of your original investment, over the long term. The income can be paid out, or reinvested in the fund to boost long-term growth. Different fund managers take different approaches to income investing. Some focus on larger companies that are seen to be more stable and have paid regular dividends for many years. Others invest in higher-risk small and medium-sized companies. These might pay a lower income to start with, but have more growth potential. We think carefully chosen equity income funds can form the cornerstone of almost any portfolio.

Performance Analysis

Performance analysis for this fund is not available.

Investment Philosophy

Investment philosophy for this fund is not available.

Process and Portfolio Construction

Process and portfolio construction for this fund are not available.

question mark Manager Track Record Based on HL Quantitative Research

This information is currently unavailable.

Fund Track Record

23/04/20 to 23/04/21 23/04/21 to 23/04/22 23/04/22 to 23/04/23 23/04/23 to 23/04/24 23/04/24 to 23/04/25
Annual return 33.31% -1.41% -6.41% 9.92% -5.77%

Please remember past performance is not a guide to future returns. Where no data is shown, figures are not available. This information is provided to help you choose your own investments, remember they can fall as well as rise in value so you may not get back the original amount invested.

Information about the fund

Fund manager biography

manager photo
Manager Name: Nick Edwards
Manager start date: 22 December 2016
Manager located in: TBC

Role: Nick is portfolio manager on the Guinness European Equity Income and Guinness Pan-European Equity Income strategies. Joined Guinness: 2018 Prior to Guinness: Prior to joining Guinness, Nick worked from 2001 for Mirabaud, where he focused on European equities and global environmental equities. Latterly he worked as a member of Mirabaud's Strategy Team with a focus on the capital cycle, capital allocation, quality and incentives. Education: Nicholas holds a Master's degree in Finance from London Business School and an MA from the University of Edinburgh.

manager photo
Manager Name: Tim Guinness
Manager start date: 22 December 2016
Manager located in: TBC

Role: Tim is the founder of Guinness Global Investors and Guinness Atkinson Asset Management, our sister US business. Tim is portfolio manager on the Guinness Global Energy strategy and the Guinness Global Money Managers strategy. Joined Guinness: 2003 Prior to Guinness: Tim has over 35 years' investment experience. He founded Guinness Flight Global Asset Management Ltd in 1987 and was CEO (or joint CEO) from 1987 to 1999 and a portfolio manager of the Global Equity Fund. After Investec acquired Guinness Flight in 1998, he was Chairman of the company during the transition into Investec, as well as lead manager of the Investec Global Energy Fund. In 2003 he left Investec to set up Guinness Global Investors, which was appointed the outsource manager of Investec Global Energy Fund. Education: Tim graduated from Cambridge University with a degree in engineering. He then completed a Master's Degree in Management Science at the Sloan School M.I.T. in the United States.

Data policy - All information should be used for indicative purposes only. You should independently check data before making any investment decision. HL cannot guarantee that the data is accurate or complete, and accepts no responsibility for how it may be used. Benchmark data provided subject to this disclaimer.
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account