David Smith & Lee Gardhouse, Fund Managers
The fund offers exposure to a variety of assets in a single investment, with the overall aim of delivering attractive long-term returns through monthly income payments and capital growth.
By diversifying across a variety of investments, we are able to assess the prevailing conditions, rebalance the fund and control exposure to the stock market. At present, the fund has a relatively high exposure to the stock market with around 50% invested in shares. Bonds make up the majority of exposure to other asset classes, with a proportion invested in higher risk high-yield bonds for income.
Through careful management of differing investments, we seek to offer investors an opportunity to grow their wealth over the long term while delivering a reliable monthly income along the way.
At a glance
Income & Growth
Sell: 172.06 | Buy: 180.74