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London Office No.1 Kingsway London WC2B 6AN +44 020 7045 1320
Tunbridge Wells Office 77 Mount Ephraim Tunbridge Wells Kent TN4 8BS +44 01892 701803
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Providing solutions for income seekers

From supporting your retirement to meeting ongoing financial commitments, there are many reasons why you might require a regular income from your investments.

Our income funds aim to deliver long-term financial returns in exchange for an appropriate level of risk. In response to different risk appetites, we offer the choice of a cautious (Income) or balanced (Income Plus) approach, as well as the option to withdraw or reinvest the income received.

Two income options to meet different needs

Income Donuts Assets

Source: Handelsbanken Wealth & Asset Management

Using a range of asset types to meet customer goals

As multi asset investors, we are able to manage money creatively and pragmatically, moving across asset classes, countries and sectors to find the world’s best income opportunities.

The income we uncover can come from dividends (via shares), coupons (on bonds), rent (from property), and many other sources. The level of risk and targeted returns for our two income strategies is reflected in the precise mix of asset types they contain.

We Take Multiple Routes In Our Search For Sustainable Income (1)

Source: Handelsbanken Wealth & Asset Management

Our income funds

Our income multi asset funds are designed for investors seeking an income from their portfolio while preserving (and ideally growing) their investment capital. Taking a truly multi asset approach to achieving its goals, the funds invest in a blend of asset types.

Income
The Income fund takes a relatively low risk approach to investment, and is best suited to investors with a limited appetite for risk within their portfolio.

Income Plus
The Income Plus fund is best suited to investors willing to take on more risk within their portfolio in exchange for higher potential financial reward.

Receiving your income payouts

As an investor in our income funds, you receive sustainable payouts from those funds on a monthly basis, with quarterly ‘top ups’ made to pay out any excess returns. Our income funds provide ‘natural’ distributions of income – we do not make pay outs from investment capital.

Please contact us for the latest information on the funds’ current payout levels.

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Core funds

The five funds making up our core investment range cater to a spectrum of different risk preferences and financial return targets, ranging from Defensive (low risk) to Adventurous (high risk).

Responsible Funds

The responsible funds are managed with the same investment process as our core funds, with each potential investment being additionally assessed against our responsible criteria.

Assessment of Value Report 2024

A report designed to help you to appraise each of our funds, and the value they offer to you. The report draws on a range of criteria covering performance, costs and the quality of service.

Fund literature

Find out more by reading our factsheets, KIIDs and other important fund information