About the Elston Balanced Income portfolio
The Elston Balanced Income portfolio is managed by Elston Portfolio Management using research, analytics and insights from Elston Consulting.
It is available on platforms for financial advisers.
It is available on platforms for financial advisers.
Key Points
1. Focus on income with potential for growth: The portfolio has a clear focus on income, but with a 50% allocation to equities, it also has potential for growth.
2. Achieving a balance: The portfolio is evenly balanced between a 50% allocation to equity income and a 50% allocation to bond and income-generative alternatives.
3. Builts with funds: The portfolio is built with a broad number of carefully selected funds for availability to advisers across platforms.
2. Achieving a balance: The portfolio is evenly balanced between a 50% allocation to equity income and a 50% allocation to bond and income-generative alternatives.
3. Builts with funds: The portfolio is built with a broad number of carefully selected funds for availability to advisers across platforms.
Accessing this solution
This is a MPS service available to UK advisers via platforms by request. Contact us for more information.
About the VT Elston Multi-Asset Income fund
The VT Elston Multi-Asset Income fund is managed by Valu-Trac Investment Management and tracks the Elston Multi-asset Income Index.
Key points
- Diversified monthly income: Represents income from a diversified source of income-generative asset classes, such as dividend-paying equities, bonds, property and infrastructure.
- Balanced multi-asset approach: The index represents a 60% allocation to equity income, and 40% allocation to property, infrastructure, bonds and cash.
- Focus on quality dividends: The equity allocation of the fund is implemented with SPDR Dividend Aristocrat ETFs which focus on high quality companies that have maintained or increased regular dividends consistently over time.
VT 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, adviser platforms by reques
UCITS: Yes
Domicile: GB
ISIN: GB00BN2BTH13
Platforms: Hargreaves Lansdown, Interactive Investor, adviser platforms by reques
Accessing this solution
This is a unitised portfolio OEIC available to UK advisers via platforms by request. Contact us for more information.
About the index
Elston 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 Indices
Methodology Owner: Elston Indices
Benchmark Index Administrator: Elston Indices
Format: Non-significant Benchmark Index
Data Contributors: Elston Indices
Methodology Owner: Elston Indices
Benchmark Index Administrator: Elston Indices
Responding to the income challenge:
1. Yield is back
2. Sizing risk is key
3. Multi-asset income provides a diversified approach
1. Yield is back
2. Sizing risk is key
3. Multi-asset income provides a diversified approach
