Multi Asset Income Fund - annual retrospective

Discover why Japan’s overlooked small caps offer fresh growth as innovation and AI reshape the market.

Three investment managers debate growth strategies from tech disruption to steady compounders

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

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.