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 and Richard Troue, Fund Managers
This fund aims to provide a sustainable monthly income today - with the potential for future income growth - by investing in global equities and bonds. It’s designed for investors who want to leave the asset allocation and manager selection to experts. It could be a good core holding or be used to diversify an income-focused portfolio.
The majority of your money will be invested in shares. You’ll also get mix of bonds to reduce risk.
Overall, the fund is a medium-risk option. As with most investments, you should plan to hold it for at least five years.
You’ll get a mix of:
- Shares in large UK companies that have paid consistent, generous dividends (not a guide to future income).
- Shares in smaller UK companies with the potential for dividend growth. This increases risk.
- Low-yield government bonds and higher-yielding, higher-risk, corporate bonds.
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. Tax rules can change and benefits depend on individual circumstances.
View the HL Multi-Manager High Income fund prospectus.
At a glance
37.8% Fixed Income
Correct as at 30/04/2021
Sell: 132.90 | Buy: 132.90