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AIPM Core Income

Designed to deliver 

long-term income

A farmer who roasts the hen for Sunday lunch has solved exactly one problem. However, he's created a much larger one for every Sunday thereafter. 


Too many retirement portfolio strategies make the same trade in more sophisticated language: the yield falls short, so the shortfall is made up by selling down units. Total return, the brochures call it. The hen would call it something else.


Core Income takes the less dramatic, more durable view: draw the egg, leave the chicken be. 

Range established
October 2023
Risk profiles
0

Our principles in action

We’ve lived and breathed investment research since 2009. Since then, we’ve shaped our investment strategies through enduring truths about how markets tick. Core Income is no exception.

Global

We scour the world for the full breadth of investment opportunities. We give emphasis to areas of the market that are particularly suitable for yielding income.

Diversified

While income investment often results in skews towards particular parts of the market, we’ve taken care to include a diverse range of assets that target income growth.

Proactive

In these portfolios, we utilise active funds to target long-term income growth, while our use of passive funds drives both yield and low costs.


Risk profiles

This range of portfolios are available at four different risk levels.

40
40% Growth, 60% Defensive
50
50% Growth, 50% Defensive
60
60% Growth, 40% Defensive
70
70% Growth, 30% Defensive

Key Information

Management CompanyAsset Intelligence Portfolio Management Ltd
 Domicile UK
Launch dateOctober 2023
Base currencyGBP

The information on this website is provided for general informational purposes only and does not constitute personal financial advice. It should not be relied upon as the basis for any investment decision. 


The value of investments can fall as well as rise. Investors may get back less than they originally invested. Past performance is not a reliable indicator of future results. 

Key information

Management Company

Asset Intelligence Portfolio Management Ltd


Domicile

UK


Launch Date

October 2023


Base Currency

GBP


The information on this website is provided for general informational purposes only and does not constitute personal financial advice. It should not be relied upon as the basis for any investment decision. 


The value of investments can fall as well as rise. Investors may get back less than they originally invested. Past performance is not a reliable indicator of future results. 

Want to learn more?
Get in touch with the team today.

Our other portfolios

Core 
Alpha

Cautious Alpha

Structured Income

Conscious Alpha