EdenTree Managed Income Fund (I Inc)

The fund aims to prioritize income, with the goal of exceeding the yield of the FTSE 250 Mid-Cap Index, along with achieving capital growth over the longer term, specifically five years or more.

The fund achieves its objective by investing in a mix of equities, fixed-interest securities, and cash equivalents. It maintains a bias towards equities of 60 – 85% and consists of at least 90% listed stocks and shares. The fund has no geographical restrictions or limits and may invest in any eligible markets listed in the Prospectus.

The fund may not be suitable for investors planning to withdraw their money within 5 years. Additionally, while the fund does not currently intend to use derivatives for purposes other than efficient management, it is important to note that derivatives are financial instruments that can provide ways of benefiting from movements in the price of underlying assets.

https://www.edentreeim.com/