Our income funds invest in fixed-interest securities such as corporate and government bonds and aim to provide a steady monthly or quarterly income for you.
Why invest in an Income Fund with us?
- Potentially earn an income paid out monthly or quarterly or reinvest for capital growth.
- Invest up to £10,680 tax-efficiently in an ISA or an unlimited amount in a unit trust.
- Minimum investment: £500 as a lump sum, or £50 a month.
- No initial charge or withdrawal fee. Additional costs/expenses apply.
- You can top up your investment at any time.
- Potential for long-term growth.
Fixed Interest Trust
Aims to provide an income by investing in a range of corporate and government bonds in the UK and overseas.
High Income Trust
Aim for high income by investing in a mix of fixed and variable rate bonds, issued by companies around the world.
Managed Monthly Income Trust
Aim for a high income by investing in a managed portfolio of fixed and variable rate bonds issued by companies, governments and other public entities mainly in the UK.
Before you Apply
- Please remember the value of your investment and any income from it may fall as well as rise and is not guaranteed.
- You may get back less than you invest.
- Although there is no fixed term you should consider ISA and unit trust investments to be medium to long term, ideally five years or more.
- The tax efficiency of ISAs is based on current rules. The current tax situation may not be maintained. The benefit of the tax treatment depends on individual circumstances.
- The funds invest overseas. Changes in exchange rates between currencies may cause the value of your investment and the level of any income to rise or fall.
- These funds are sensitive to interest rate changes. An increase in medium to long-term interest rates is likely to reduce the value of your investment.
- Each trust has its own individual risks. Please read the Key Information document in the right hand menu.
How useful did you find this page?
User rating:
[Click a star to save your rating]