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Video

Monthly Income Fund Q1 investment update

April 2025 / 12 min

Overview

Investment manager Jon Stewart and investment specialist Tom Danaher give an update on the Monthly Income Fund covering Q1 2025.

View PDF transcript (1MB)
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Related funds

  • Monthly Income Fund

    The Monthly Income Fund prioritises long-term sustainable income over high short-term yields. The fund combines active allocation across a broad range of assets with global security selection to achieve its aims: to produce monthly income, while seeking to maintain the value of that income and of capital in line with inflation (UK CPI) over five-year periods.
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