Fund manager: Steven Andrew
Deputy: Tony Finding
This strategy aims to generate a high and rising level of income over time through investment in a diversified range of assets. Subject to this, the strategy aims to provide capital growth over the long term. It also:
- Distributes monthly and seeks to provide an annual yield, on average, of around 4%†
- Uses the Episode investment process and has the flexibility to invest globally across all major asset classes. It can use currency as a source of returns
The bulk of the portfolio is dedicated to core income generation but the fund manager may use up to 20% of the portfolio to implement high-conviction asset allocation views that will generate capital that may be reinvested for income. There is also the potential for capital growth over the long term.
† Based on historical yield calculation. Please note that this yield is not guaranteed and that this target yield may be revised in the future.