Our approach

Seeking to achieve an annual income of four per cent above the Central Bank base rate (gross of fees), the fund is designed to help risk-aware investors source an attractive and reliable income in a low-yield world, with less than half the volatility of global equities.

The fund invests in a diverse range of income-generating strategies that enables it to deliver income irrespective of market conditions. It combines these positions with strategies that seek to protect the income generating core against key risks.

Benefits

Multi-strategy investing that harnesses economic analysis, investment insight and robust portfolio construction.

Regular income

Offers an attractive targeted income, with monthly payments. Investors retain access to capital.

Robust income

Multiple sources of income support payments whether markets are rising or falling.

Low volatility

Aims for volatility that is less than half that of global equities over any three-year period.

Limited drawdowns

The fund seeks to generate sufficient growth to preserve capital.

Key risks

For further information on the risks and risk profiles of our funds, please refer to the relevant KIID and Prospectus.

Investment risk

The value of an investment and any income from it can go down as well as up. Investors may not get back the original amount invested.

Derivatives risk

The fund uses derivatives; these can be complex and highly volatile. Derivatives may not perform as expected, which means the fund may suffer significant losses.

Illiquid securities risk

Certain assets held in the fund could, by nature, be hard to value or to sell at a desired time or at a price considered to be fair (especially in large quantities), and as a result their prices could be very volatile.

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Access key fund documentation and performance reports.

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Need more information?

For further information, please contact our investment sales team.

Contact us

Multi-asset & multi-strategy views

RA19/0015/08012020