Income investors need to generate income while trying to preserve capital. But with interest rates likely to stay ‘even lower for even longer', are investors being pulled towards higher yielding assets with unwanted levels of risk?
In this brief video, Helen Bradshaw of Quilter Investors sets out three key principles to help professional advisers solve this dilemma.
Watch out for the next part of this three-part series in Professional Adviser's upcoming newsletters.
For more information on Quilter Investors Monthly Income, and Quilter Investors Monthly Income & Growth, click on the button below.
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Past performance is not a guide to future performance and may not be repeated. Investment involves risk. The value of investments and the income from them may go down as well as up and investors may not get back the amount originally invested. Because of this, an investor is not certain to make a profit on an investment and may lose money. Exchange rate changes may cause the value of overseas investments to rise or fall.
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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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