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Managed Income Fund
Investment Objective
This fund aims to provide an above-average income as well as some capital growth over the longer term, derived from a managed portfolio of equities, fixed interest investments and property.
Investment Policy
The fund manager will actively manage a mixture of assets that will aim to provide an above-average income with the potential for providing some income and capital growth over the longer term. The equity assets within the fund will be managed with the aim of providing a mix of growing income and capital growth in line with the funds overall objective. The equity assets will tend to be in large UK companies whilst maintaining a reasonable presence in medium and small sized companies, although the fund is not restricted to choice of company either by size or industry. The fixed interest assets will be invested primarily in a wide range of sterling and euro denominated investment grade interest bearing securities. The property assets will be invested mainly in a carefully selected portfolio of properties from the office, shop, factory and warehouse sectors of the UK market, let on long leases to quality tenants with regular rent reviews.
Risk/Return Relationship
The Managed Income Fund is a cautious/medium risk fund. It aims to benefit from the diversification from actively investing in equities, fixed interest investments and property.
Further Information
Managed Income - Life Fund factsheet (PDF new window)
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