"To build a portfolio which generates a high and sustainable monthly income is no easy task. With this fund we aim to do the hard work on your behalf."
Ellen Powley & Richard Troue, Fund Managers
Why invest?
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.
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.
At a glance
Investment goal
Income
Relative risk
Moderate
Invests in
59.8% Shares
36.3% Bonds
3.3% Cash
0.6% Other
Yield
4.46%
Not a reliable indicator of future income.
Correct as at 30/09/2020
Charge
OCF/TER 1.26%
(plus up to 0.45% p.a. platform charge)
Price
Sell: 112.05 | Buy: 112.05
Correct as at 19/10/2020