Monthly Income Fund Q1 investment update

Investment manager Katherine Davidson reflects on recent performance, portfolio changes and market developments.

Investment manager James Squires reflects on recent performance, portfolio changes and market developments.

Investment manager Nektarios Chatzilefteris Michalas reflects on recent performance, portfolio changes and market developments.

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.