Actively Managed Income Funds.

Actively managed 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 actively managed income funds?

  • Potentially earn an income paid out monthly or quarterly or reinvest for capital growth.
  • Invest up to £11,520 in an Adult ISA or £3,720 in a Junior ISA tax efficiently.
  • Invest an unlimited amount in a unit trust.
  • Minimum investment: £500 as a lump sum.
  • Regular investments: from £30 a month for a Junior ISA or from £50 a month for unit trusts and an Adult ISA.
  • No initial charge or withdrawal fee. Other charges may apply.
  • You can top-up your investment at any time.
  • Potential for long-term growth.

Income funds

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

Aims for high income by investing in a mix of fixed and variable rate bonds, issued by companies around the world.

Managed Monthly Income Trust

Aims 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.

 
 

Risks 

  • Please remember the value of an 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 an ISA or unit trust investment 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 risks detailed in the individual 'Key Investor Information' documents. More general information can be found in ' Additional fund information document (PDF:655KB) ' and ' A guide to investing with us (PDF:812KB) '. Before you decide to invest you must read these documents.

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0% initial charge on all our funds.

Junior ISA

Find out how to invest in a Junior ISA with Legal & General.

Find out more.

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