The Income Fund's objective is to deliver capital appreciation through regular interest-bearing bonds and equity dividends.
The income generated is paid out quarterly or rolled up, depending on the investor's requirement. The Fund's strategy is driven by a thematic thought process where the Manager seeks to align the portfolio with powerful, incontrovertible trends that will provide a long-term tailwind to the selected securities.
The Income Fund has the ability to invest across a wide range of assets to fulfill its mandate including: Government Bonds, Corporate Bonds and Equities. We are active managers and not constrained by stock market indices or benchmarks.
|1 Year||3 Year||5 Year||Inception||Annual Compound Growth Rate|
All figures are based on the Fund’s distribution class and are inclusive of income distributions and fees
23 Equity income
15 High Yield
|Fidelity Global Dividend||6.8%|
|Guinness Global Equity Income||9.2%|
|Investec Global Quality Equity||6.8%|
|iShares UK Gilt 0-5 Yr||3.1%|
|Muzinich Asia Credit Opportunitites||2.5%|
|Pimco Global Investment Grade Credit||13.7%|
|Rathbone Ethical Bond Inc||6.6%|
|Royal London Short Duration High Yield Bond||6.3%|
|Schroder Strategic Credit||9.9%|
|Smith & Williamson Short Dated Corporate Bond||11.6%|
|Stratton Street NFA Global Bond||5.0%|
|T.Rowe Global Investment Grade Corporate Bond||2.5%|
|TwentyFour Corporate Bond Fund||13.8%|
In what will be a regular feature, Kevin Boscher, Ravenscroft's new chief investment officer rounds up the macro environment and what 2020 may bring.
Shannon Lancaster from Ravenscroft has been named Fund Analyst of the Year at Investment Week’s Women in Investment Awards 2019.