INVESTING FOR INCOME
How is it done?
There are various ways we can generate an income from your investments. Some of the most common are:
- Fixed interest: When you lend a government or company money over a fixed period and you receive a regular payment for doing so.
- Equities and share dividends: When a company pays a proportion of its earnings to its shareholders.
- Total return: When portfolio income and growth are combined to provide a total amount for the portfolio, income can be generated by regularly ‘drawing down’ an amount from the portfolio returns.
If your circumstances change and you decide to move from a income based strategy to a growth strategy, or if you would like to change your income amount, simply let your investment manager know and they will make the necessary updates to your portfolio.
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