Corporate Bond Income

Corporate Bond Income Trust

Fund overview

Delivering a stable and reliable income this fund invests in good quality corporate bonds, issued by companies like Tesco and HSBC, and government bonds (gilts). Typically, it potentially provides a higher rate of return than cash savings over the medium to long term and is less risky than a fund which invests solely in shares.

This investment is designed to provide you with income on a monthly basis and this can be transferred directly into your bank or building society account. You can of course choose to add this income back into the fund for an opportunity of greater capital growth.

Good for...

Investors looking to receive a higher monthly income than you might expect from a bank or building society account by taking a moderate degree of investment risk.

Risk profile: Low/Medium
? Low/Medium

*Initial charge - for contributions made on or after the 1st March 2019, no initial charge will be made. For details of any initial charges prior to this date please refer to your contract note.

#Ongoing charges - this figure includes the Annual Management Charge and the additional costs of managing the Trust, such as the Trustee's fees and expenses and audit fees but excludes portfolio transaction costs. The ongoing charge is updated monthly and may vary from the figure quoted in the Key Investor Information Document (KIID), which is calculated at the end of the previous calendar year.

Transactional charges
Costs incurred by us when buying and selling underlying investments.

Costs & Charges Disclosure Document:
An illustration of the effect of the charges on the funds can be found in the Costs & Charges Disclosure Document. A copy of this can be found here.

Please remember that past performance is not a reliable indicator of future results.

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