Multi Asset Income Fund - annual retrospective

Roddy Snell on the investment landscape in China, ‘silicon intensity’ and positioning the portfolio to maximise future growth opportunities.

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

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

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.