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UK Equity Income (High Income) Fund

Investment Objective
This fund aims to provide an above-average income as well as capital growth over the longer-term, derived mainly from a portfolio of securities in UK companies.

Investment Policy
The fund will select companies with a high probability of providing a rising income and capital growth over the longer term. Convertible stocks (corporate bonds which may include an option to be converted into equities at an agreed future date) and bonds which provide a higher yield than equities will also be considered for the portfolio.

Risk/Return Relationship
This fund is a medium risk fund. It aims to achieve an above-average portfolio yield in relation to the FTSE All-Share Index.

Further Information

UK Equity Income - High Income Fund factsheet (PDF new window)

 


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