Multi Asset Income Fund - annual retrospective

The Sustainable Income Fund Team reflects on recent performance, portfolio changes and market developments.

The Managed Fund team reflects on recent performance, portfolio changes and market developments.

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The Sustainable 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.