Longer, fuller lives need sustainable income flows to match. In this video, the last in a three-part series, Helen Bradshaw of Quilter Investors explains why she used actively managed cores to build two new Quilter multi-asset funds that offer both volatility targets and smoother monthly income streams.
She argues that a risk-targeted approach, founded on wide diversification, may prove especially suitable in today's late-cycle investing environment. Could it also help bridge the increasingly artificial distinction between ‘growth' and ‘income' investors?
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Quilter Investors Monthly Income Portfolio and Quilter Investors Monthly Income and Growth Portfolio ("the Funds") are sub-funds of Quilter Investors Multi-Asset OEIC, an investment company with variable capital incorporated in England and Wales.
Quilter Investors Multi-Asset OEIC is authorised by the Financial Conduct Authority as a non-UCITS retail scheme and can be distributed to the public in the United Kingdom.
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Income investments need to be more sustainable and risk transparent.
Advisers need to target more risk-transparent incomes