On the 21 November 2021, our hugely popular income portfolio celebrated its 10th anniversary. We are delighted to share the performance figures in the table below.
The annualised growth over the 10 year period is 7.28% per annum and the icing on the cake (forgive the pun!) is the 10 year returns are first quartile in its sector! This particular portfolio is low-medium risk and sits very comfortably with those in or close to retirement who are seeking an equal emphasis on capital preservation.
To find out more about our income portfolio and how it could work for you, please contact us
and one of our advisers would be more than happy to discuss this further.
Past performance is not a guide to future performance. The value of investments and any income from them can fall as well as rise. Capital values are at risk and not guaranteed. Based upon period 22 November 2011 – 21 November 2021 on a bid to bid basis with income reinvested and net of investment fund manager charges.* Source FE Fundinfo.