Key Features & Benefits

• Moderate growth potential with the opportunity to receive income half yearly.
• The fund offers a balanced approach to investing with a medium risk to capital.
• Your capital is actively invested across a range of investment grade Sterling bonds and blue chip FTSE 350 companies.
• Minimum initial investment of £5,000 gives you affordable access to a high net worth investment strategy.
• Subsequent investments of £1,000 after establishment.
• Easy access to your money as the fund deals weekly. This lets you make additional deposits or ad hoc withdrawals when required.
• The fund pays dividends half yearly and can be used to supplement other income streams.
• All income is paid in Sterling and can be paid direct your bank account.
• A regular savings plan (from £100 per month) option lets investors save to build a nest egg for a specific purpose such as funding children's higher education or supplementing pension income.
• Clear reporting with online facilities, contract notes, statements, published prices and the availability of fact sheets make tracking your investment easy.
• A single dealing price means there is no bid offer spread in the fund pricing mechanism so the price you see is the price you get.