An investment solution for private investors wanting a high level of income relative to the prevailing interest rates. Capital is invested in fixed interest assets and the investor’s income is financed through the interest earned. The nominal value of the capital is expected to stay the same over time as long as the withdrawal rate is not more than the interest earned.

This portfolio has an income focus and therefore one should not focus on the total return element in isolation but consider the income generation as well.

The portfolio managed to produce consistent income for the client over time and the income produced are monitored monthly. Below we illustrate the latest return numbers and income produced:

This strategy can be accessed via the Stable Income Model Portfolio.

The current TER of this model is 0,87%

This model can be accessed via the following LISPS:

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