Who should the fund appeal to
Investors looking for income, but not at the expense of capital growth.
Investment Approach
- Invests only in UK leading blue-chip equities with a target dividend yield of 4-6% (cash up to 20%)
- Targets growth stocks rather than traditional income stocks, which tend to underperform
- Target dividend yield 4‐6%
Performance
- Top-quartile performance in, 2009, 2010, 2016 & 2020 within the IA Equity Income Sector*
- Showed positive capital return in 2016, 2017, 2019, 2020, 2021 and 2023*
- High ratings for ESG
Source: * Data available on request