Income Portfolio
If a tax free income is your priority, then the Heritage Income Portfolio could suit your requirements. A combination of fixed interest and UK equity funds provides a regular income that is paid each Feb, May, Aug & Nov and also an element of capital appreciation which will help increase the income over the longer term. Investors are likely to experience some fluctuations to their investment. Our Heritage Income portfolio provides an annual yield of around 4.72%. For more information on each of the component funds, click on the fund name in the key. A new window will open with the data provided by Trustnet. Click on the pie chart itself to see how the Heritage Income portfolio has performed against the Equity & Bond Income sector average.
You can use the Heritage Income Portfolio with any of our collective investment vehicles. Simply click on the appropriate quick link to be taken to an application form prepopulated with our Income Funds. You'll benefit from our discounts just as if you were to enter the fund selection yourself. You can also use our portfolios when constructing a SIPP, but we are not yet able to prepopulate the application form for you. Print out the form and fill in your details where appropriate. Send it to the address at the bottom of the form or, alternatively, send it to us and we will check it over before sending it on for you. If you would like any help filling in the form please call us and we will be more than happy to help you.
