UK Income with Growth Trust
A balance of shares and bonds for the best of both worlds
What it invests in
About 60 carefully chosen UK stocks and bonds. Shares aim for growth and bonds provide income. We aim for the highest overall return from both for you.
Who it is suited to
Investors looking for a balance of shares and bonds who want growth as well as adding a bit extra to their income each quarter (for example, if nearing retirement or already retired). Also suits investors wanting less risk than a fund that only invests in shares.
Risk profile
Cautious - the fund is suitable for investors who are prepared to accept some risk to their capital, with the aim of achieving a better return than a bank or building society account.
Please remember that a unit trust is a different kind of investment from a bank or building society account. Whilst the capital in such an account is secure, a unit trust is a stock market-based investment and its value will fluctuate and neither the capital nor level of any income is guaranteed.
Find out more about how we invest your money.
About the Fund Manager
Andrew Moffatt
"I use long-term investment themes to find companies that will provide sound capital growth and produce a growing income stream over time. This is designed to give investors an above-average total return."
Please read the following documentation
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- Download our latest fund factsheet (PDF - 0.2Mb)
Download an application form if you would like to invest now or book an appointment with a Co-operative Financial Adviser if you would like more information about this fund.
