Home | Dealing Accounts | ISAs | SIPPs | Fund Supermarket | Shareholder Benefits | Account Access | Research | Literature Centre| Offer period extended until 9am 30 July 2010 Alliance Trust Monthly Income Bond Fund Launched 15 June 2010 Alliance Trust Asset Management launched a new Monthly Income Fund on 15 June 2010. This Fund offers an opportunity for those investors looking for a more cautious approach to investing. For those customers seeking income, at launch, the fund is expected to generate an annual income of 6.3%* paid monthly. Fund Highlights: • Designed to invest in a diversified portfolio of predominantly sterling based, high quality corporate bonds. • Is managed by an experienced team of fixed income specialists; with over 80 years experience between them. • No constraints by legacy positions, unlike some larger bond funds. • Interest rate and currency risks are actively managed. *The estimated distribution yield is expected to be 6.3% (underlying yield 6.0%). The distribution yield is not guaranteed and may fall below this figure. Income can fall as well as rise as a result of market and currency fluctuations. Capital growth may be constrained or eroded with annual charges and any performance fee chargeable being deducted from capital. Due to the excellent response to the initial launch period offer, we are delighted to offer all Alliance Trust Savings customers the opportunity to purchase units in the fund with NO PURCHASE CHARGES until 9am 30 July 2010. In addition all your investments made into this fund, through Alliance Trust Savings, whether during the initial period or afterwards, will be invested within share classes which have highly competitve fees and no initial charges. There are two share classes available:
Before investing you should ensure you have read the Simplified Prospectus carefully. You can purchase this fund via your Select ISA, Investment Dealing Account, First Steps Account, Select SIPP or your Child SIPP. |