Latest Investment Fund News

Jupiter launches new fund

James Caldwell / 03 May 2012

Jupiter have launched a new fund with a focus on capital growth and low volatility. The Jupiter Strategic Reserve Fund is to be managed by the highly regarded investment multi asset team of Mile Gel... Read more

2012 ISA Ideas

David Hughes / 20 February 2012

With the ISA season well and truly upon us, now is the time to consider all of the options available. We therefore give you a detailed round-up of our selection of the best that the market has to of... Read more

Cautious Managed Funds Dominate Fund Supermarket Sales

David Hughes / 06 February 2012

Cautious Managed funds maintained their stronghold on the investment funds market last month, accounting for over 52 per cent of net sales according to the latest sales trends figures from Cofunds, ... Read more

Popular Income Fund Choices

“It can be helpful to see what others are choosing, so we monitor choices from Cofunds, as this shows both what customers are buying directly and what they are being advised to buy. These choices may be similar to our income fund table selection at times, in which case it may be that there is a particularly strong research case for certain fund types, or strong brands which dominate that area. If you know what you're looking for, then you can apply online or request an application pack by post.”

Oliver Roylance-Smith, head of Savings & Investments

Select Income Funds

Fund	Fund Manager Initial Charge¹	Your Saving	Saving On ISA²	AMC³	Income Yield*	Fact Sheet	Apply Now
Newton Higher Income	0%	4.00%	£427	~~1.50%~~ 1.30%	7.02%	Factsheet	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. See latest fund factsheet for details.							More Info >
Invesco Perpetual Monthly Income Plus	0%	5%	£534	~~1.25%~~ 1.05%	7.01%	Factsheet	More 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.							More Info >
Invesco Perpetual Distribution	0%	5%	£534	~~1.38%~~ 1.18%	6.70%	Factsheet	More Info >
Income Paid Monthly. Invesco Perpetual Distribution offers a balance between both income and capital growth through investment in UK based equities and fixed interest securities. See latest fund factsheet for details.							More Info >
Henderson Strategic Bond	0%	4%	£427	~~1.25%~~ 1.15%	5.90%	Factsheet	More Info >
Income Paid Quarterly. Investing in higher yielding assets which will include most types of fixed interest securities, this fund aims to deliver a quarterly income to investors. See latest fund factsheet for details.							More Info >
Strategic Bond	0%	4.50%	£480	~~1.25%~~ 1.15%	4.42%	Factsheet	More Info >
Income Paid Quarterly. The primary investment objective is to maximise total return (income plus capital ) by investing in global debt instruments,denominated in any currency, ranging from AAA Government Bonds through to high yield and emerging market corporate bonds. At least 50% of the fund will be invested in sterling and other currency denominated bonds hedged back to sterling. See latest fund factsheet for details.							More Info >

¹The Initial Charge after 100% of the Fair Investment Company Charge has been rebated as well as any fund manager discounts we can pass on to you if applicable.

²Based on 2011/12 ISA allowance of £10,680.

³AMC is the Annual Management Charge applied by the Fund Manager. By using our Fund Supermarket we can rebate up to 0.20% of the AMC back to you. This rebate is paid into a cash account which is set up for you when you first invest.

°Select Fund - Has a OBSR A Star Rating or more and a 100% initial charge discount.

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.

Compare popular income funds

The best way to find the right income funds for you is to compare a range of options - we've brought together our selection of the most popular income funds to give you an idea of what other people are choosing. Use our Fund Supermarket to compare income funds and apply online or by post.

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.