AIPM Core Income
Designed to deliver
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 do something similar, just dressed up in fancier language. When the natural income falls short of what's needed, the gap gets topped up by selling off a bit more of the investment itself. Some funds call this "total return." The hen would call it something else.
Core Income takes the simpler, more lasting approach: draw the egg, leave the chicken be.
We look for good eggs.
The Core Income portfolios are made up of a diverse range of bonds, equities and alternatives. This means there's a few different types of egg: dividends from shares and interest from bonds.
You can hover over the eggs on the right hand side to see what both terms mean. Together, they provide a reliable income stream.
We check for cracked eggs.
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. Emphasis is given 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
A way of showing how much of your money is invested for growth versus held more cautiously - the higher the number, the more it leans towards growth.
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. If you are unsure whether an investment is suitable for you, you should seek independent financial advice.
The value of investments can fall as well as rise. You may get back less than you 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. If you are unsure whether an investment is suitable for you, you should seek independent financial advice.
The value of investments can fall as well as rise. You may get back less than you originally invested. Past performance is not a reliable indicator of future results.
