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Matterley Regular High Income Fund

Focusing on high, sustainable income with low overall costs.  

  • Consistently high income c. 4.4%* paid quarterly.
  • Low cost multi-asset solution with high diversification to deliver low volatility.
  • Predominantly invested in UK Government and corporate bonds.
  • 10 year track record demonstrates a proven strategy.
  • £1,000 minimum investment.  

*12 month historic gross yield as at April 2017.

Choosing the right investment strategy for your clients can be a difficult decision. Contact us today to discuss how our range of investment solutions can help you.   

020 7149 6416

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Regular High Income Fund

Is this right for you?

Today, more than ever before, investors are struggling to find ways of accessing an attractive level of income. In addition, there is a wider challenge not only to protect capital, but to hold out prospects of reasonable growth. We believe that our Regular High Income Fund provides an attractive solution.

To meet these objectives we follow a simple philosophy:

Experience and expertise

The success of any fund depends on the skill and experience of the fund manager and their ability to follow a sound and disciplined methodology. Expert bottom-up analysis defines this fund.

A focused and flexible approach

Unconstrained by index benchmarks, we are flexible in our approach, and focused on our objective – to provide your clients’ with a high, sustainable income, while protecting and potentially increasing their capital over time.

Maximise income potential

We maintain our distribution fund status so that income is paid as interest. This means you can reclaim any income deducted at source if the fund is held in an ISA, SIPP or by a charity.

Diversified asset allocation

An actively managed, diverse range of asset classes increases the opportunity for performance success.

We are nimble

As a relatively small high income fund, we are able to seek out value in small and mid-cap companies or under-researched bonds and equities that larger funds may fail to target.

Intelligent investing

The fund keeps a generous liquidity buffer with gilts and more liquid investments. This means that in times of particular market volatility, we can avoid being a forced seller.

Charles Stanley

Heritage and independence.

When you work with Charles Stanley, you can feel confident that your clients’ investments are backed by more than 200 years’ proven experience. We are independently owned so our interests lie with you, not others. And with over 20 offices across the UK, you can take advantage of a local presence, wherever you might be based.

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