Sustainable Income Fund Q3 investment update

Praveen Kumar covers insights on market trends, the Trust's performance and growth forecast.

James Dow updates shareholders on the resilience of the trust's dividend and portfolio.

The Monthly Income Fund Team 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.