MI Charles Stanley Monthly High Income Fund
Focusing on high, sustainable income with low overall costs
- Consistently high income (currently 4.3%*) paid monthly.
- Multi-asset solution with high diversification to deliver low volatility.
- Predominantly invested in UK Government and corporate bonds.
- 11-year track record.
- £1,000 minimum investment.
*Gross yield for Class C Inc shares, net of charges, for the 12-month period ended 31 August 2017. The yield figure shown is not guaranteed and may change in the future, dependent on the underlying holdings in the fund and their individual yield changes, which may go up or down.
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
MI Charles Stanley Monthly High Income Fund
Is this right for your client?
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 of trying to maintain the value of the underlying capital. The MI Charles Stanley Monthly High Income Fund may provide an attractive solution.
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 underpins 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
The fund’s distribution fund status means that income is paid as interest. This can be beneficial for some clients from a tax perspective.
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 not 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 of less liquid assets.
Charles Stanley
Heritage and independence.
When you work with Charles Stanley, you can feel confident that your clients’ investments are backed by a heritage that dates back more than 200 years. 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.
Investing involves risk. The value of investments, and the income from them, may fall as well as rise and are not guaranteed. Past performance is not a reliable guide to future performance
Bespoke Discretionary Managed service
We make investment decisions on your behalf, building and managing a bespoke portfolio for your client.
Dynamic Passive Portfolios
Total return portfolios combining active, hands-on management with low-cost passive funds.
Blended Managed Portfolios
A range of diversified portfolios designed to achieve specific investment objectives within a defined level of risk.
