Income MultiFund (collective investment funds)
The strategy adopted by this fund is similar to our
discretionary investment service global bond strategy.
The Income MultiFund aims to provide a low risk, low volatility
investment option and seeks to deliver an annualised return that
exceeds cash over a three to five year investment term. The fund is
targeted to achieve returns with a standard deviation range of 2%
to 5%. It is principally fixed income focused, but allows for 20%
allocation to other asset classes.
The principal aims are income generation and capital protection,
and the strategy has flexibility to invest across the full spectrum
of global bond markets.
The fund is available with two options:
- Accumulating - rolls up dividend payments. This option is
suitable for clients who do not need a regular income stream.
- Distributing - pays dividends on a quarterly basis. This option
is suitable for clients looking for a regular income stream.
Management fee for Income MultiFund
The annual management fee for the Income MultiFund ranges from
0.85% to 1.25%.
Download
View and download the collective investment funds literature online.