Ellen Powley & Richard Troue, Fund Managers
In a world of ultra-low interest rates, generating an attractive income from savings and investments is a challenge. You must hold a range of assets to avoid over-reliance on too few investments. You need enough higher risk high-yield investments to generate a decent income now, but also investments with the potential to offer future income growth. Finally, you must constantly review your portfolio, as the right mix of investments today won’t necessarily be right in the future.
With this fund, we aim to provide a solution. By blending different types of funds and moving between different areas of the market when more attractive opportunities emerge, we aim to deliver a high monthly income to clients. We also aim to grow this income payment over time and therefore may invest in higher risk smaller companies we believe offer great potential for long term capital growth.
At a glance
Sell: 112.05 | Buy: 112.05