Sectors

Investing in the shares of larger quoted UK companies, or high yielding securities, and pays a relatively high income.

UK Equity and Bond Income

Usually these funds will:

  • have over 80% invested in quoted UK shares, fixed income or other high-yielding securities;
  • less than 80% in fixed income securities;
  • a majority of equity investments in medium to giant cap companies;
  • an investment objective/policy will often be to generate majority of returns from income;
  • a majority of expenses allocated to revenue;
  • a portfolio or dividend yield above the average market yield; and
  • a UK benchmark