Income
Summary of strategy
The Income portfolios focus on generating regular income while maintaining capital stability, investing in income-generating assets such as bonds, dividend-paying equity funds, and other yield-focused instruments. They are tailored for investors, such as retirees, who prioritise supplementing their income through consistent payouts, with a secondary emphasis on moderate capital growth. The strategy employs strategic asset allocation for diversification and risk control, alongside tactical shifts to optimise yield in varying market conditions. Fixed income selections prioritise credit quality and interest rate management, while equities target high-dividend global income strategies.
DIM Fee – 0.10%
OCF
*as of October 2025
For more information on the Slater MPS contact: Distribution@slaterinvestments.com