Funds Under the Spotlight

Funds Under the Spotlight

Winter 2023

With the current cost of living crisis, we are well aware of the need to highlight funds which pay a good level of income. That said, we also recognise the importance of the need for capital appreciation. The funds highlighted are some of the top performing funds in their relevant sectors and represent both bonds and equities from various geographical areas yielding between approximately 4% and 6%. Income can be reinvested if not required but could prove useful for many with a need for help with additional household costs.

Funds featured on the following pages are from the following sectors: Sterling Strategic Bond, Sterling High Yield, UK Equity Income, Asia Pacific Excluding Japan, Global Emerging Markets All of the funds are available on the Fidelity FundsNetwork and Aegon platforms. You will not incur an initial charge when investing. We hope that the funds highlighted will be of interest to you. If you would like to invest in any of the funds highlighted on the following pages, or in fact any other fund, please contact us on 0800 0961111 or email us at and we will send the appropriate application form along with an illustration and Key Investor Information Document (KIID).

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Elson Associates does not offer advice as to the suitability of investments. If you are unsure whether an investment is suitable for you, you should obtain expert advice. Past performance of an investment is not necessarily a guide to its performance in the future. The value of investments or income from them may go down as well as up. You may not necessarily get back the amount you invested.

Elson Associates plc, 5 Queen Street, Kings Hill, West Malling, Kent, ME19 4DA | Freephone: 0800 0961111

Authorised and Regulated by the Financial Conduct Authority

Registered in England No. 3595128