Presenting
AJ Bell
AJ Bell is a multi-award winning provider of SIPPs, stocks and shares ISAs, Lifetime ISAs, Junior ISAs, Junior SIPPs and share dealing accounts. We offer customers access to a market leading range of investment options, including: shares, funds, ETFs, investment trusts and much more. Our online dealing service starts from just £1.50 and never costs more than £5 per online deal.
Baillie Gifford Monthly Income Fund
Baillie Gifford Monthly Income Fund is a simple, multi-asset fund designed to be a ‘one-stop’ solution for those seeking income in retirement. It invests in listed shares, bonds and real assets, with approximately one-third invested in each asset class. The Fund aims to provide an attractive income stream that grows with CPI inflation over the long term, while also protecting the real value of capital. It focuses on companies capable of growing their dividends through the cycle.
Caledonia Investments
Caledonia Investments (CLDN) are a FTSE 250 self-managed investment trust company with a long track record of delivering consistent returns and progressive annual dividend payments to shareholders. Our aim is to generate long-term compounding real returns that outperform inflation by 3%-6% over the medium to long term, and the FTSE All-Share index over 10 years.
Greencoat UK Wind
Greencoat UK Wind (UKW) offers UK investors a unique opportunity to participate in the transition to renewable energy through UK wind farms. Greencoat UK Wind has built a strong portfolio of onshore and offshore assets, designed to deliver sustainable, inflation-linked income. Its wind farms generate enough renewable electricity to power over 2 million homes, helping avoid 2.5 million tonnes of CO₂ emissions annually. With a well covered dividend and revenues supported by government-backed contracts, Greencoat UK Wind is a core player in the growing UK wind market.
Henderson High Income Trust
Henderson High Income Trust (HHI) The Trust owns a diversified selection of larger and smaller companies as well as being able to invest in fixed income assets to achieve a high dividend income as well as maintaining the prospect of capital growth.
Law Debenture
Law Debenture (LWDB) At Law Debenture our objective is to achieve long-term capital growth in real terms and steadily increasing income. The aim is to achieve a higher rate of total return than the FTSE Actuaries All-Share Index Total Return through investing in a diversified portfolio of stocks. We have grown or maintained our dividend for each of the last 44 years through our value driven, diversified portfolio managed by James Henderson and Laura Foll of Janus Henderson Investors.
Polar Capital Global Financials Trust
Polar Capital Global Financials Trust (PCFT) As one of the largest sectors globally, financial companies play a vital role in the health and development of modern economies. An actively-managed portfolio, the Polar Capital Global Financials Trust seeks to find the best investment opportunities across the world of financials, with the aim of delivering income and capital growth.
Schroder Real Estate Investment Trust
Schroder Real Estate Investment Trust's (SREI) first-of-its-kind brown-to-green investment strategy aims to meet the growing demand for more sustainable buildings, by transforming the environmental performance of the portfolio’s assets over time. This gives shareholders the potential to capture the rental and valuation premium that buildings with genuine green credentials can command and may provide significant opportunities for consistent income and capital growth.
STS Global Income and Growth