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A
Close Look
The objective of the fund is to produce an attractive
level of income in Sterling terms, which is paid four times a year.
It achieves
this by investing in high quality fixed interest securities that
are all of investment grade. This cautious approach provides a
low risk environment for an investor’s capital while allowing
good income potential.
Key Features & Benefits
- The fund offers a good degree of security as it only invests
in investment grade fixed income instruments.
- Your capital is actively invested across a range of investment
grade bonds.
- Minimum initial investment of £5,000 gives you affordable
access to a high net worth investment strategy.
- Subsequent investment 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 quarterly and is ideal for supplementing
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.
Click here to view Offshore Fund fact sheet
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