We identify the UK Equity Income lemon funds
To spot a ‘lemon’ we simply turn our robust fund selection process on its head.
For this report we looked at the 79 funds in the IMA UK Equity Income sector and applied our filters to find those that had habitually underperformed.
We then ranked the 23 poorest performers in the sector and gave them a one, two or three lemon rating depending on their score.
The report contains a few household names that might surprise investors. It is designed to help people consider which funds they need to review in their portfolios.
We look forward to bringing you more LemonAid reports looking at different investment sectors throughout 2011.