As multi asset investors, we can manage money creatively and pragmatically, moving across asset classes, countries and sectors to find the world’s best income opportunities. The income we uncover can come from dividends (via shares), coupons (on bonds), rent (from property), and many other sources. The level of risk and targeted returns for our two income funds is reflected in the precise mix of asset types they contain.
Income funds
From supporting your retirement to meeting ongoing financial commitments, there are many reasons why you might require a regular income from your investments. Our income funds aim to deliver long-term financial returns in exchange for an appropriate level of risk. We offer the choice of a cautious (Income) or balanced (Income Plus) approach, as well as the option to withdraw or reinvest the income received.
Providing solutions for income seekers
Two income options to meet different needs
Our income multi asset funds are designed for investors seeking an income from their portfolio while preserving (and ideally growing) their investment capital. Taking a truly multi asset approach to achieving its goals, the funds invest in a blend of asset types.
Income
The Income fund takes a relatively low risk approach to investment and is best suited to investors with a limited appetite for risk within their portfolio.
Income Plus
The Income Plus fund is best suited to investors willing to take on more risk within their portfolio in exchange for higher potential financial reward.
Receiving your income payouts
As an investor in our income funds, you receive sustainable payouts from those funds on a monthly basis, with quarterly ‘top ups’ made to pay out any excess returns. Our income funds provide ‘natural’ distributions of income – we do not make pay outs from investment capital.
Please contact us for the latest information on the funds’ current payout levels.
Before investing, please read the Key Investor Information Document (KIID). It contains important information including risk factors and charges.