What would you like us to do with the funds you've selected
Portfolio: This shows the number of portfolios you hold. Portfolios can be constructed from Unit Trusts & OEICs,IMA Unit Trusts & OEICs,Investment Trusts,Pension Funds,Life Funds,Offshore Funds,Exchange Traded Funds and cash. Holdings and acquisition costs can be recorded so that profits/losses can be calculated. These can be calculated in terms of a number of base currencies. Overall portfolio values, as well as portfolio constituents, can be made the subject of alerts.
Watchlist: You have one watchlist, and this shows you the number of items currently stored in the watchlist. Items stored here do not have holdings records, so this list simply monitors the price of items held, which can also be subject to alerts
Funds Basket: This is designed to be a temporary collection of items selected by you for further analysis in the tools section. Items can be subsequently transferred from the Basket to the Watchlist or Portfolio.
Do you think UK inflation will increase in the next 12 months?
Vote
Investing for income is a staple of investor activity in the UK. Some of the biggest funds and best known fund managers are focused this way.
With a growing population of investors looking to boost retirement income, and in recent times the poor returns on cash because of record low interest rates, it remains as popular a choice as ever.
There are different ways of accessing income. Investing in companies committed to paying dividends was and remains the route most investors will take. However, the lower inflation period enjoyed in the past couple of years in particular coupled with risk aversion has brought fixed interest to the fore, with assets such as corporate and government bonds being considered for inclusion in investors’ portfolios more than may have been the case up until just a few years ago.
Changes have also occurred in the definitions of income funds. The Investment Management Association split up the universe of equity income funds in 2009, resulting in two new sectors: IMA UK Equity Income, and IMA UK Equity Income & Growth. The sector definitions of both are intended to highlight funds that generate a historic yield of 110% and 90% respectively in excess of the FTSE All Share. The Association also lists six key fixed income sectors – UK Gilts, UK Index Linked Gilts, Sterling Corporate Bond, Sterling Strategic Bond, Sterling High Yield, Global Bonds - and a mixed asset sector – IMA UK Equity & Bond Income.
Back to top of page
View all research»
advertisement
