Monthly Income Fund Q2 investment update

Matthew Brett assesses the Japan Trust’s performance, highlighting new holdings and the portfolio’s growth potential.

Scottish American Investment Company manager James Dow discusses the trust's quality holdings and long-term growth drivers.

Roderick Snell discusses recent themes, portfolio changes, and the outlook for Pacific Horizon Trust.

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.