Introducing Elston Multi-Asset Income Index
About this index
Income from bonds can't keep pace with inflation. Equity income requires a higher level of risk to capital. Multi-asset income means diversifying income generation, whilst maintaining a balanced-risk approach.
Key points
1. Diversified monthly income: Represents income from a diversified source of income-generative asset classes, such as dividend-paying equities, bonds, property and infrastructure.
2. Balanced multi-asset approach: The index represents a 60% allocation to equity income, and 40% allocation to property, infrastructure, bonds and cash.
3. Focus on quality dividends: The equity allocation of the fund focuses on exposure to high quality companies meaning they have
maintained or increased regular dividends consistently over time.
Key points
1. Diversified monthly income: Represents income from a diversified source of income-generative asset classes, such as dividend-paying equities, bonds, property and infrastructure.
2. Balanced multi-asset approach: The index represents a 60% allocation to equity income, and 40% allocation to property, infrastructure, bonds and cash.
3. Focus on quality dividends: The equity allocation of the fund focuses on exposure to high quality companies meaning they have
maintained or increased regular dividends consistently over time.
Index InformationElston Multi-Asset Income Index [ESBMAI Index]
Index Objectives: The Elston Multi-Asset Income Index is designed to provide a reference index for income-oriented strategies within a balanced mandate for GBP-based investors. It is available both as a Price Index [ESBMAIP Index] and a Total Return Index [ESBMAI Index]. Format: Non-significant Benchmark Index Data Contributors: Elston Methodology Owner: Elston Benchmark Index Administrator: Elston Fund InformationVT Elston Multi-Asset Income Fund [VTEMIAI LN Equity]
Summary Fund Objectives The investment objective of the Fund is to achieve a level of investment return (capital growth and income) (before fund fees and expenses) of the Elston Multi-Asset Income Index . UCITS: Yes Domicile: GB ISIN: GB00BN2BTH13 Platforms: Hargreaves Lansdown, Interactive Investor, Novia |
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