Fund Objective

To provide income from a lower risk portfolio of authorised collective investment schemes. These funds tend to be invested mainly in the UK and include investment in fixed interest securities.

View on Past Performance

Strategy remained focused on offering investors capital growth with the potential for some income generation.Within equities we continue to tilt our exposure up the cap scale - large cap biased Threadneedle UK Equity Alpha Income is a core holding. Volatility remains a key characteristic of markets and we are encouraged by the ongoing contribution made by BlackRock UK Absolute Alpha in dampening overall volatility and generating positive returns against a backdrop of falling equity markets.

Future Expectations

Within fixed income we continue to favour investment grade credit and look to ensure our overall bond exposure is balanced across sectors, especially given the heavy financials bias across many fixed income portfolios.

Fund Details