Great British Income Selection
Overall Initial Charge only: 1.00% (based on equal investments in each of the 4 funds)
Average Annual Management Charge: 1.50% (the average AMC payable across the 4 funds)
In a nutshell
Invest in UK companies aiming for high and growing income
How the funds are picked:
These are the funds which over the last three and five years have beaten their benchmark and which aim for income and some capital growth via the UK stock market.
Investment focus:
- British companies, via the UK stockmarket
- Focus on companies more likely to provide dividends
- Some exposure to fixed-interest (lower risk) stocks (to boost income)
For more details on the individual funds, read the fact sheets below.
Risk category:
Medium Risk
The funds in the Great British Income ready-made selection:
Fact SheetAviva Inv UK Equity Income A
5 year performance versus sector |
Annual Management Charge: 1.50% Objective: To provide a dividend yield above that obtainable on the FTSE All-Share Index through investment principally in UK equities judged to offer high yield, above average prospects of dividend growth and long term capital growth. |
Initial Charge: 1.00%
Fact SheetNewton Higher Income SIS
5 year performance versus sector |
Annual Management Charge: 1.50% Objective: To achieve increasing distributions for a Sub-fund on a calendar year basis with long-term capital growth. The Investment Adviser for this fund is Newton investment Management Limited. |
Initial Charge: 1.00%
Fact SheetInvesco Perp High Income Inc
5 year performance versus sector |
Annual Management Charge: 1.50% Objective: To achieve a high level of income together with capital growth. The fund intends to invest primarily in companies listed in the UK, with the balance invested internationally. In pursuing this objective the fund managers may include other investments that they consider appropriate which may include units in collective investment schemes, warrants and other permitted in investments and transactions. |
Initial Charge: 1.00%
Fact SheetThreadneedle UK Eq Inc R Inc GBP
5 year performance versus sector |
Annual Management Charge: 1.50% Objective: To achieve an above average rate of income combined with sound prospects for capital growth. The fund will invest primarily in UK equities. It may, however, invest in other securities, such as convertibles and gilts. |
Initial Charge: 1.00%
The funds listed and the corresponding pricing and performance information provided above are only for your personal information and use and is not intended to address your particular requirements or to be relied upon in making (or refraining from making) any specific investment or other decisions.
Interactive Investor Trading Limited and its Data Providers do not warrant the accuracy, timeliness or suitability of any information provided above.
Such information shall not constitute any form of advice or recommendation by us.
Where you are unsure about any matters raised by the above information you should obtain appropriate expert independent advice.
Past performance of an investment is no guide to its performance in the future. The value of investments or income from them may go down as well as up. You may not necessarily get back the amount you invested.
