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MI Charles Stanley Monthly High Income Fund

Focusing on high, sustainable income with low overall costs

  • Consistently high income (currently 4.3%*) paid monthly
  • Active management takes advantage of opportunities and minimises risk
  • A diverse range of asset classes increases the opportunity for performance success
  • 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 service can be a difficult decision. Contact us to discuss how we can help you.

020 7149 6416

Enquiry form

MI Charles Stanley Monthly 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 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 you with a high, sustainable income, whilst potentially increasing the value of your underlying 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.

Investing in the Monthly High Income Fund


If you would like to invest in the Monthly High Income Fund, you can proceed with any of the following options:

  • Invest directly with the fund administrator, Maitland, here.
  • The fund is available on a range of leading platforms. Contact us for more information using the form at the top of the page, or the service phone number.

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