Best Income Funds

WIth our model portfolio below we are looking to achieve growing income over many years.

The process by which we select the best income funds differs from the way we select the best growth funds. Star ratings have little importance here as they relate to growth rather than income. For more on this please read ‘Selecting funds – income vs growth’

We have chosen the funds below because of their commitment over the years to growing payouts. You can choose the best income funds for you based on other criteria using our free Income Tool

You might choose one or all funds.

If you are not sure, you might prefer more personalised advice.

Fund Name Yield Risk Sector 6 Month Performance %
Newton Emerging Income Inst W Inc 0.00 HighThese funds have potential for double digit annual gains but performance will be inconsistent. Expect a high level of volatility. Our risk categories explained. Global Emerging MarketsFunds which invest 80% or more of their assets in emerging market equities 12.18 as of 20/07/2017 Analysis Save Add to basket
Newton Asian Income Inst W Inc 5.09 MedLong term returns at a margin over corporate bond funds and inflation but with greater capital volatility. Our risk categories explained. Asia Pacific Excluding JapanFunds which invest at least 80% of their assets in Asia Pacific equities and exclude Japanese securities. 7.24 as of 20/07/2017 Analysis Save Add to basket
Rathbone Blue Chip Income And Gr I Inc 3.90 MedLong term returns at a margin over corporate bond funds and inflation but with greater capital volatility. Our risk categories explained. UK Equity IncomeFunds which invest at least 80% in UK equities and which intend to achieve a historic yield in excess of 110% of the FTSE All Share yield 10.99 as of 21/07/2017 Analysis Save Add to basket
Rathbone Income I Inc 3.61 MedLong term returns at a margin over corporate bond funds and inflation but with greater capital volatility. Our risk categories explained. UK Equity IncomeFunds which invest at least 80% in UK equities and which intend to achieve a historic yield in excess of 110% of the FTSE All Share yield 8.74 as of 21/07/2017 Analysis Save Add to basket
Troy Trojan Income O Inc 3.98 MedLong term returns at a margin over corporate bond funds and inflation but with greater capital volatility. Our risk categories explained. UK Equity IncomeFunds which invest at least 80% in UK equities and which intend to achieve a historic yield in excess of 110% of the FTSE All Share yield 7.28 as of 21/07/2017 Analysis Save Add to basket
BlackRock UK Income D 3.81 MedLong term returns at a margin over corporate bond funds and inflation but with greater capital volatility. Our risk categories explained. UK Equity IncomeFunds which invest at least 80% in UK equities and which intend to achieve a historic yield in excess of 110% of the FTSE All Share yield 7.63 as of 20/07/2017 Analysis Save Add to basket
JOHCM UK Equity Income Y GBP Inc 0.00 MedLong term returns at a margin over corporate bond funds and inflation but with greater capital volatility. Our risk categories explained. UK Equity IncomeFunds which invest at least 80% in UK equities and which intend to achieve a historic yield in excess of 110% of the FTSE All Share yield 7.87 as of 21/07/2017 Analysis Save Add to basket

 

FUND ALERTS - Regardless of whether you are and INCOME or GROWTH investor, once you purchase funds you will receive 6 monthly email reminders to review your funds.  However, investors should be aware of the differences between the INCOME and GROWTH objectives.  For more information on the differences, please see this link for GROWTH investors and this link for INCOME investors.

Income investor?

Income vs. Growth

 

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