Holly Mckay
Holly MackayFounder and CEO

Most funds concentrate on medium term growth. What about those that aim to generate income?

19 December 2022

Question by David

Most funds concentrate on medium term capital growth. What about those funds that aim to generate income?


Answered by

Hi David,

I hope your well. In answer to your question, there are funds that aim to generate income and it really depends on an individual's circumstance in terms of how they wish to receive their income, whether they are looking for more income, more growth or a combination of the two and also when they need the income to start paying out. So in terms of this, if you currently have some funds that you are looking to invest then I feel it would benefit you in receiving advice in this area so we could discuss your circumstances in further detail to be able to make a recommendation that is suitable for your needs.

If you would like any further information please reach out, I hope this helps.

Kind Regards

Gemma Evangelou
Wealth Adviser

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