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Income funds – where we invest


Managed Income Solutions
By providing the options to take income from an equity portfolio, a bond portfolio, or a combination of the two, our flexible income funds offer the ability to bespoke build an individual income solution dependent on risk profile and level of income needed.



The Equity Income Fund aims to deliver an income above that of the FTSE™ All Share whilst offering opportunity for capital growth. It seeks to reduce the style risks inherent in many equity income portfolios to provide more consistent investment returns.


Source: Skandia Investment Management (as at 21.05.07)

The Bond Income Fund aims to deliver an attractive level of income by investing in a combination of investment grade and sub-investment grade bonds whilst aiming to increase capital over the long term.

pie chart of Bond Income Fund

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