Diversified Income Fund

In search of income

The Diversified Income Fund aims to provide an annual income target of 4.5% p.a. over rolling five year periods.*

This fund could help you: 

  • Supplement your current income
  • Generate income in retirement 
  • Grow your money over time
  • Diversify risk

 

Diversified Income Fund for Adviser

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Key Facts

  1. Designed to help customers in search for income
  2. Provides access to exciting new investment opportunities that you may not have had access to before now
  3. Invests in asset classes that people can relate to like social housing, renewable engergy and aircraft leasing 

*Note: This is an internal performance target, not based on past performance. It may be subject to change and cannot be guaranteed.

 

 

 

What the Diversified Income Fund Invests in

The fund invests a broad range of traditional and alternative asset classes including: 

      Traditional 

    Alternative 

      Equities                            

    Property - Social Housing  

      Bonds 

    Infrastructure - Renewable Energy

 A taste of what's different 

Property - Social Housing 

  • The UK social housing sector benefits from long-term government cash flows making it an attractive investment opportunity

Infrastructure - Renewable Energy

  • Renewable infrastructure benefits from long dated revenue streams, partly backed by government revenues and by selling power to national grids. 

Contact your Business Manager for the full list of the fund's underlying asset classes. 

 

Why invest in the Diversified Income Fund

The Diversified Income Fund aims to provide:

  • An annual income target of 4.5% p.a. over rolling five year periods.*

While offering: 

  • A focus on income generating assets
  • A truely diversified approach across traditional and alternative asset classes 
  • An investment manager you can trust

*Note: this is an internal performance target, not based on past performance. It may be subject to change and cannot be guaranteed.

Read the Fund Flyer for more information.