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The Income fund package is designed to achieve diversified income together with some capital growth by investing in a selection of funds which focus on UK equity income, bonds, international equity income and property respectively.

| Fund | Weighting | Effective initial charge |
Annual management charge |
MorningStar Rating ™ |
|
|---|---|---|---|---|---|
| Artemis Income Inc | 45% | 0.50% | 1.50% | ![]() |
|
| INV PERP Corporate Bond Inc | 35% | 0.00% | 1.00% | ![]() |
|
| JPM Global Equity Income A Inc | 10% | 0.50% | 1.50% | ||
| New Star Intl Property £ Inc | 10% | 0.50% | 1.75% |
Each of the funds within this package is also available for investment on an individual basis within the Regular Investment service. Simply indicate your subscription amount on the Regular Investment application form.
You need to remain actively involved in managing, monitoring and reviewing investments. Selftrade does not manage or advise on investments. While we will inform you if new fund options are made available, you will need to assess as to whether these offer better investment value. Funds and Fund Packages should be considered to be medium to long term investments.