About the Income Portfolio Please note that this income portfolio is no longer available.
Our Income Portfolio is invested in the T. Bailey Equity Income Fund, which has been co-managed by Jason Britton and Eliot Farnley since its launch in 2004.
The primary objective of the fund is to provide a yield in excess of 110% of the yield on the FTSE All-Share Index.
The Income Portfolio could be the solution for you if you are:
- Looking for income
- Looking to invest predominantly in UK equities
- Prepared to sacrifice potential growth in capital for higher income returns
|Standard Initial Charge||5.00%
|Initial Charge after Discount||0.00%
View Factsheet »
**The historic yield reflects distributions declared over the past twelve months as a percentage of the mid-market unit price, as at the date shown. It does not include any preliminary charge and investor may be subject to tax on their distributions. Information correct as at 31st December 2009.