Latest investment news

Top 10 reasons to consider Kick Out plans

Oliver Roylance-Smith / 07 February 2012

With the interest in Kick Out plans continuing to rise and the current market offering some of the highest rates ever from this type of investment, we give you 10 reasons which help to explain why K... Read more

Kick Out plans laid bare

Oliver Roylance-Smith / 07 February 2012

Kick Out plans were the real story of 2011, with a huge surge of interest that continues to keep pace. With such a wide variety of products available in the market, we take an in-depth look under th... Read more

What lies in store in 2012

Oliver Roylance-Smith / 10 January 2012

2011 has certainly been a year of strong themes which have dramatically shaped the market as well as the opportunities available for savers and investors. We take a look at what these have been and ... Read more

Investment Focus

Investment Focus: Legal & General Inflation Protected Deposit Plan

Oliver Roylance-Smith / 15 November 2011

The current rate of inflation is well above the Bank of England’s target of 2% and is a major cause of concern for savers across the UK. We take a look at a recent new entrant to the market wh... Read more

Investment Focus: Meteor Income Deposit Plan

Oliver Roylance-Smith / 15 November 2011

The current economic environment is one of the most challenging ever seen and those that are feeling it most are savers and investors seeking an income from their capital. We take a look at one part... Read more

Investment Focus: Gilliat Deposit Kick Out Plan

Oliver Roylance-Smith / 15 November 2011

Finding a product that offers an attractive solution in the current economic climate is certainly a challenge. However, despite some of the most challenging conditions ever seen, we take a look at o... Read more

Income Funds

Income funds are collective investments that have the primary objective of achieving income. Income funds can be both targeted towards providing immediate income, or aim to provide a growing income.

Fund Supermarket
You can apply for a range of leading income funds through our ISA and Investment Account, use the table below to find out more:

Income Funds - Select Range
 Product NameISA OptionIncome YieldMore Info
Monthly Income Plus Fundyes
7.50%*
More Info >
Popular monthly income fund that aims to achieve a high level of income whilst seeking to maximise total return through investing in high yielding corporate and Government bonds, together with UK equities. 100% discount on initial charges.
Higher Income Fundyes
7.05%**
More Info >
Income Paid Quarterly. The objective of the Fund is to achieve increasing distributions on a calendar year basis with long term capital growth. The Fund may also invest in collective investment schemes. 100% discount on initial charges.
Distribution Fundyes
6.98%*
More Info >
Income Paid Monthly. Offers balance between both income and capital growth through investment in UK based equities and fixed interest securities. Save 100% on Initial Charges.
Income Maximiseryes
7.00%***
More Info >
Seeks to achieve a target yield of 7% to generate a quarterly income, whilst offering the potential for some long-term capital growth. Save 100% on Initial Charges.
Strategic Bondyes
6.20%*
More Info >
Investing in higher yielding assets which will include most types of fixed interest securities, this fund aims to deliver a quarterly income to investors. Save 100% on Initial Charges.
Corporate Bond Fundyes
5.63%*
More Info >
Invests mainly in fixed interest securities to achieve a high level of income will relative capital security. Save 100% on Initial Charges.
Global Equity Income Fund yes
4.56%**
More Info >
Equity and equity related investments across global markets aiming to provide income and growth. Save 100% on initial charges.
Optimal Income Fundyes
4.55%*
More Info >
Invests across a number of bonds to generate an optimised income that is paid biannually. Save 100% on Initial Charges.
Strategic Bond Fundyes
4.48%*
More Info >
Aims to deliver a maximum total return for investors through investment in global debt instruments. Save 100% on Initial Charges.
Income Fundyes
4.60%**
More Info >
Market leading equity income fund that delivers and income which is paid biannually. Save 100% on Initial Charges.
UK Income Fundyes
4.01%**
More Info >
Aims to provide an above average and growing income that is paid quarterly. Save 100% on Initial Charges.
Income Fundyes
3.91%**
More Info >
Aims to achieve a competitive level of income together with some capital growth by investing in UK based shares. Save 100% on Initial Charges.
High Income Fundyes
3.90%**
More Info >
Popular with investors, this fund aims to deliver a high level of income combined with capital growth by investing primarily in UK based companies. Save 100% on Initial Charges.
*Current Income Yields are Gross, Variable and Not Guaranteed
**Historic Yield reflects distributions declared over the past 12 months as a percentage of the mid-market price of the fund.
*** This is the target yield the fund aims to achieve per year, it is not guaranteed and could change according to prevailing market conditions. The target yield is net of basic rate tax.
Information correct as at 08/02/2012.

The value of investments and any return from them can fall as well as rise and you may not get back the full amount invested. Please ensure that you read the Important Risk Information below. 

There are a number of advantages to collective investments such as income funds. These include:

  • They are a good way to invest small sums of money because your cash is 'pooled' with other investors'
  • Your investment is ,anaged by a professional fund manager
  • They can be a good way to acheive a balanced portfolio
  • The risk to your investment is reduced by the wide spread investments involved

 Important Risk Information:

This website contains information only and does not constitute advice or a personal recommendation in any way whatsoever. The value of investments and income from them can fall as well as rise and you may not get back the full amount invested. The tax efficiency of ISAs is based on current tax law and there is no guarantee that tax rules will stay the same in the future.

Different types of investment carry different levels of risk and may not be suitable for all investors. Please ensure that you read the Important Risk Information for further details. Prior to making any decision to invest, you should ensure that you are familiar with the risks associated with a particular investment and should read the product literature. If you are in any doubt as to the suitability of a particular investment, both in respect of its objectives and its risk profile, you should seek independent financial advice.

Popular Funds