Higher Income

Portfolio Name

    • HIGHER INCOME PILLING IDEAL PORTFOLIO

Investment Aim

    • To produce a level of income ahead of the yield on the FTSE Actuaries UK Gilts All Stocks and the FTSE 350 High Yield (equity assets), with reduced relative volatility in capital performance. Investments will be made across a spread of assets that may include Unit Trusts, OEICs, Funds and Investment Trusts focusing on fixed interest securities, equities, property and infrastructure. Gearing and use of covered options may be utilised in certain funds where this is expected to result in enhanced yield.

Key Facts

    • Launch Date: 23 August 2002
    • ISA/SIPP compliant
    • £20,000 minimum

Portfolio Co-ordinator

Portfolio Managers

    • Pilling & Co Investment Managers

Risk

    • Medium risk, income return investments.