AJ Bell Income and Growth fund
Is this fund right for me?
The Income & Growth fund is right for you if you want to protect your investment from the effects of inflation, while targeting a consistent income. The fund invests mostly in aggressive assets such as shares (to earn dividends), and sparingly in steady assets such as bonds (to earn interest payments). The aim is to deliver an income of around 4% a year, as well as modest growth in line with inflation – with some ups and downs along the way.
If you’d like this income paid to you in cash every month, choose ‘income’ units. Or if you’d like the income reinvested into the fund automatically, choose ‘accumulation’ units instead.
Projected fund performance
Likely high, medium and low returns for £10,000 invested in the Income fund for 20 years. The graph shows the capital return for the accumulation shares - the capital return for the income shares will be lower.
This chart shows the range of returns we would normally expect the fund to make. Whilst we have been careful in the assumptions used in this forecast, it is only a forecast and cannot be relied on as a true indicator of future performance. Read more about the charts and assumptions made.
There are no dealing charges for buying any of the AJ Bell Income funds. The fee paid to AJ Bell Investments for running the funds is 0.15%. Other charges such as the costs paid to the ETF and fund manager, and fund admin costs are added to this to make up the total fund costs - the OCF (or ongoing charges figure) which is capped at 1.0%.
Our normal custody charges apply. Read more on our charges and rates.
Start investing now – open an account with AJ Bell Youinvest and add this fund to your or set up a regular investment.