The income portfolio aims to provide a high yielding portfolio of listed shares, preference shares, property stocks and/or bonds to produce excellent tax efficient or tax free income. This is achieved through a diversified portfolio with the potential of complementing income with sound capital appreciation. We recommend a diversified income steam to minimise risk and to maintain flexibility in the current interest rate environment. The portfolio offers consistent income growth together with sustained long-term capital growth using lower risk investment vehicles that have low correlation to the general equity market.

The portfolio is ideal for people who have a low risk tolerance, who are not able to weather the risks associated with pure equity investing and for investors who need maximum income.