Income Portfolio

Income Portfolio Service

Many of our clients want or need a regular income but are also keen to ensure their capital in not eroded by the impact of inflation. To try to address these dual needs, we created our Income Portfolio.

The Income Portfolio offers a strategic approach to investment driven by our investment committee and following a similar process to that used in our Managed Portfolio but with a greater focus on income generation. Funds are selected on a best-of-breed basis and whilst some investments may be more income-oriented and others more growth-oriented, overall the portfolio is designed to ensure we always consider the duel needs of investors.

What is included in the Income Portfolio Service?

• A strategic approach to investing money, driven by our Investment Committee and our in-house research team.
• A Portfolio that is tactically adjusted each quarter to reflect the Committee’s view on the most appropriate mix of assets to hold for a given investment objective and key changes in the market.
• Funds that are selected on a fiercely independent best-of-breed basis: Hammond Raggett is not tied to any fund manager, bank or insurance company.
• Our Income Portfolio is available on AJ Bell, Aviva, Aegon Cofunds, Fidelity, Standard Life, and Transact.