Monthly Income Funds

Compare Monthly Income Funds

For income seeking investors recieving income on a monthly basis can be attractive to help with financial planning. The table below provides a selection of monthly income funds. Please ensure you read the latest fund factsheet for latest information on the fund.

Select Income Funds - Monthly Income High Yield Bond Funds
Fund ManagerFundFund Manager Initial Charge¹AMC³Income Yield*Select Fund°Fact SheetApply Now
Aberdeen High Yield Bond0%0.50%6.63%yesFactsheetMore Info >
Income Paid Monthly. Attractive level of income with the opportunity for some long-term capital return by investing in non-investment grade debt and debt related securities issued by companies, governments, government related bodies and supranational institutions domiciled or active in the UK or Europe. See latest fund factsheet for details.
Threadneedle High Yield Bond 0%0.60%6.40%yesFactsheetMore Info >
Income Paid Monthly. Principally invests in higher risk UK and international fixed interest securities to achieve a high level of income which is paid on a monthly basis. See latest fund factsheet for details.
Kames High Yield Bond0%0.75%5.24%yesFactsheetMore Info >
Income Paid Monthly. The primary investment objective is to maximise total return(income plus capital) by investing in a portfolio of predominately high yield bonds, selected investment grade bonds and cash. The fund may hold sterling and other currency denominated bonds hedged back to sterling. The fund may also invest in deposits, money market instruments, derivative instruments and forward transactions. See latest fund factsheet for details.

*Current Income Yields are Gross, Variable and Not Guaranteed as at 31/07/14 - Yields are rounded down to one decimal place - See latest Fund Factsheet for details.

³AMC is the Annual Management Charge applied by the Fund Manager. 

°Select Fund - See how our funds are selected

 

High Yield Bonds: These funds invests in riskier bonds, known as sub-investment grade bonds. These bonds pay higher interest rates, to try to provide more attractive income returns. To achieve this, greater risk is taken as the companies are more likely to miss payments or not repay the loan, resulting in the returns on your investment falling.

Select Income Funds - Monthly Income Strategic Bond Funds
Fund ManagerFundFund Manager Initial Charge¹AMC³Income Yield*Select Fund°Fact SheetApply Now
Invesco Perpetual Monthly Income Plus0%0.63%4.60%yesFactsheetMore Info >
Income Paid Monthly. Popular 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. See latest fund factsheet for details.

*Current Income Yields are Gross, Variable and Not Guaranteed as at 29/08/14 - Yields are rounded down to one decimal place - See latest Fund Factsheet for details.

³AMC is the Annual Management Charge applied by the Fund Manager. 

°Select Fund - See how our funds are selected

 

Bonds: To provide the potential for overall returns these funds invest in bonds, also known as fixed interest securities. This is achieved by receiving regular interest on loans to companies or governments. There is a chance the bond issuer could fall into financial difficulty and will not be able to pay the interest or the loan back, which could result in a fall in your investment returns. Bonds can also be sensitive to trends in interest rate movements and if interest rates go up, the returns on your investment are likely to fall as bonds can become less attractive. On the other hand, if interest rates fall, bonds are likely to become more attractive and your investment returns increase.

 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.