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Income strategies

Heartwood’s two income strategies are designed to deliver attractive total returns, providing investors with capital protection alongside a stable, dependable income stream. The strategies cater to different risk appetites and income requirements, and offer robust track records.

Through a broad range of investment tools, our income strategies target steady above inflation returns, seeking to limit losses when markets are falling while remaining well placed to take advantage of opportunities when markets are rising.

Strategy manager Jaisal Pastakia outlines our approach to income investing

A good income solution should be able to meet investor requirements through income from underlying investment holdings, without drawing on investment capital. Our income strategies aim to provide consistent income from a diversified range of sources, without taking on unnecessary risk, while growing the underlying capital. Investors should feel that their portfolio is protected from capital losses in periods of market volatility, whilst able to capture attractive opportunities as they arise.

Our strategies

We offer two income strategies – Income and Income Plus – aligned to different levels of risk tolerance, and different income needs. The strategies are set against specific performance benchmarks, which they aim to outperform over a rolling five-year period. Instead of specific yield targets (which can be skewed by fluctuations in capital value), we aim for stable pay outs per share. We are able to estimate these pay outs over a rolling 12-month period.

Our approach

As multi asset investors, we can move across a broad spectrum of asset types and geographies to ensure robust income streams, capital growth and diversification. As well as traditional holdings, our portfolios invest in alternatives and specialist strategies, accessing opportunities previously unavailable to most investors. This approach can smooth the path for income seeking investors, helping them to rest assured that their income is sustainable, and that their capital is well tended.

Shining a light on income investing

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Finding income in a brave new world

Where can we look for income today?

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