Having reviewed the different portfolios, you can either Purchase Funds, or add to a Play Portfolio.
You can compare two of our starter portfolios in detail using our portfolio comparison tool.
Our Income Portfolio aims to deliver a steady and reliable income. This should be done with a focus on capital protection and some expectation of delivering long-term capital growth. The focus on income means there is less exposure to riskier investments such as emerging market shares, although the investments can fall as well as rise in value.
Whilst our research team will consider ratings when selecting funds, in order to meet the portfolio objectives and to create an appropriate blend of investment types, some of the chosen funds may not have a Morningstar Rating or Morningstar Analyst Rating.
|Fund Name||IA Sector||FMC *||Weighting||Yield||Morningstar
|Artemis Strategic Bond I Monthly Inc||£ Strategic Bond||0.7238||25%||3.27%|
|Fidelity Global Dividend W Monthly Inc||Global Equity Income||1.0800||20%||2.81%|
|JOHCM UK Equity Income Y Inc||UK Equity Income||1.0660||10%||5.59%|
|Royal London Corporate Bond Z Inc||£ Corporate Bond||0.3300||25%||3.66%|
|Threadneedle UK Equity Income ZNI GBP||UK Equity Income||0.8717||20%||4.08%|
* The overall Fund Manager Charge (FMC) for this portfolio is 0.7604% based on the weightings shown above.
The Income portfolio priority is to generate a steady and reliable income for investors. As such the portfolio has a high exposure to bonds and equity income funds. The portfolio also has a bias towards the UK stock market but does include some exposure to global stock markets. Funds are selected for their ability to generate a reasonable and regular income with the potential for some growth.
Having reviewed the pre-selected portfolios of Funds, you should consider what is the most appropriate risk profile for your own circumstances.
Once you have made this choice, you can now choose one of the following actions:
Willis Owen Limited does not offer or provide advice as to the suitability of investments, if you are unsure whether an investment is suitable for you or require advice you should obtain expert financial advice.
Past performance of an investment is not a guide to future performance, the value of investments or income from them may go down as well as up. You may not necessarily get back the amount you invested.
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