Monthly Income Fund Q1 investment update

The Managed Fund team reflects on recent performance, portfolio changes and market developments.

James Dow shares SAINTS' 2024 performance and delves into the trust's dividend history.

Explore how Hatty Oliver's unique research at Baillie Gifford shapes investor thinking and informs income growth strategies.

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.