This fund is fundamentally about providing smooth returns across most market conditions. The benchmark will provide a lumpier ride, and this may not match an investors risk and volatility appetite. The second key difference is that the fund targets an income “return” of 4% p.a. There is not a growth target, but the fund will benefit from an uplift in asset values. Equally if asset values fall then the income will provide a cushion to protect against significant falls….read more
Shininglights.co.uk is not regulated by the FCA. The information is purely a guide and it is the responsibility of the investor to carry out their own research before making any final decisions. We will ensure that the information is as accurate as possible but we cannot be held accountable for any errors or omissions. No products are sold on this site, nor do we endorse any particular product or investment.
Where there are links to third party sites this is not an endorsement of that site, and we cannot be held responsible for the accuracy of the information on that site.
Where there is reference to performance you should note that past performance is purely a guide and investments can fall as well as rise.
The information on the site belongs to shininglights.co.uk and cannot be replicated or copied without our permission.