Income funds.

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]
OR CALL US NOW
0800 027 7169
8:30am to 6:00pm Weekdays
We may record and monitor calls.

Download Application Form

Your recently viewed items

You need javascript enabled for us to remember your Recently Viewed Items.

You might also be interested in...

In a hurry?

We can post information on ISAs and unit trusts to you.

Fund performance table

You can find out how our income funds have performed over the last five years.

ISA top-ups

Haven’t made use of your full ISA allowance for this year? Top-up with a lump sum or increase your direct debit.