Income funds

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

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.

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.

Find our more about each of our individual income multi asset funds

Find out more about our core and responsible funds