For many people investing is not exclusively for growth or income as they have a need for both. This fund is designed for just that scenario seeking to deliver an income together with long-term capital growth.

Latest Fund Factsheet


Ideal holding for investors seeking to generate an income alongside capital growth

100% UK denominated

Principally invested in UK equities, but a proportion is held in fixed interest securities

Long-term growth potential

The manager is aiming to grow capital over the long-term whilst also generating an income

FTSE 100 Bias

Focus on higher yielding companies that form the FTSE 100

How to invest


Financial Advisers, wealth managers and other professionals will find our funds listed on a wide range of retail platforms and they also appear on the main fund trading exchanges. A full list of the platforms we support is available using the link below.

Direct Investors

We also have arrangements in place for individuals who want to invest directly without either our wealth planning or portfolio management services. For more information including full instructions, please use the link below.

Platforms and direct investing

Contact us

To discuss your requirements, or to find out more about our funds and services, please contact us:

Sam Liddle Sales Director

Intermediary Sales

  • 07887 520621

Matthew Goodsir Business Development Manager

Intermediary Sales

  • 020 7534 9877