UK Income with Growth Trust
A balance of shares and bonds for the best of both worlds
Take advantage of our Limited discount offer on the initial charge for new lump sum investors.
Apply now for a Stocks and Shares ISA
Fund explained
- This fund looks to increase the value of your money over the long term and provide a regular level of income.
- The fund invests primarily in high quality UK companies and also invests in some high quality UK corporate bonds, government bonds and cash, which help to reduce the overall risk to your money.
Risk profile
- Cautious – you are prepared to accept some risk to your capital, with the aim of achieving a better return than a bank or building society account.
Single Year Performance for last 5 years % change
Percentage Growth for discrete 1 year periods, bid to bid price, Net income re-invested.
About the Fund Manager
Andrew Moffatt: 20 years in the industry; 16 at The Co-operative Investments
“With this fund I can invest in a mix of shares and bonds. I look for investment
opportunities that provide long term growth and an attractive level of income.
Companies that meet this criteria include HSBC and GlaxoSmithKline.”
Apply now for a Stocks and Shares ISA
* A discount of 3.5% to the standard 5% initial charge will be applied to lump sum applications for investors applying online. Applications must be received by 31st December 2010.
