David Smith & Richard Troue, 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.
Important - The value of this fund and the income from it, can still fall so you could get back less than you invested, especially over the short term. If you are unsure of the suitability of any investment for your circumstances please contact us for advice. Once held in a SIPP money is not usually accessible until age 55 (rising to 57 in 2028). Relative risk ratings should not be used to compare these funds with other investments. Tax reliefs depend on individual circumstances.
This fund has a holding in LF Equity Income (formerly the Woodford Equity Income Fund), which is currently being wound up. This fund continues to trade as normal.
At a glance
Income & Growth
Sell: 157.18 | Buy: 157.18