Income

Portfolio Name

    • INCOME PILLING IDEAL PORTFOLIO

Investment Aim

    • To provide an income return comparable to the FTSE 350 High Yield Index with growth over medium and longer term by medium risk exposure to world equity and fixed interest markets via unit trusts, OEICs and investment trusts.

Key Facts

    • Launch Date: 23 August 2001
    • ISA/SIPP compliant
    • £20,000 minimum

Portfolio Co-ordinator

Portfolio Managers

    • Pilling & Co Investment Managers

Risk

    • Medium risk, balanced return but income biased, mainly UK investments.

Factsheet