Income package

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.

There are four funds in this package:

Fund Weighting Effective
initial
charge		 Annual
management
charge		 MorningStar
Rating ™
Artemis Income Inc 45% 0.50% 1.50% MorningStar rating stars image
INV PERP Corporate Bond Inc 35% 0.00% 1.00% MorningStar rating stars image
JPM Global Equity Income A Inc 10% 0.50% 1.50%
First State Global Infrastructure fund 10% 0.50% 1.75%

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