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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 £11,280 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.
Aims to provide an income by investing in a range of corporate and government bonds in the UK and overseas.
Aim for high income by investing in a mix of fixed and variable rate bonds, issued by companies around the world.
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 detailed in the individual 'Key Investor Information' documents. More general information can be found in 'Additional Fund Information' and 'A Guide to Investing with Us'. Before you decide to invest you must read these documents.
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Before you invest you must read these
To invest in a Junior ISA
Please read our Junior ISA page to find out more. To invest:
Download our Application Form
Before you invest, you must read these:
Key Investor Information documents
A Guide to Investing in a Junior ISA with Us (PDF)
Additional Fund Information for the Junior ISA (PDF)
Junior ISA Terms and Conditions (PDF)
It's a good idea to print these documents for your records.
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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.
