Heritage Dividend Cautious

Aimed at medium to long-term investors who are seeking a natural dividend income from a relatively cautious portfolio of equity investment trusts and passive bond funds.

The Heritage Dividend Cautious Portfolio is an active income distribution strategy. It is aimed at medium to long-term investors who are seeking a natural income of over 3% and growth from a diversified portfolio of equity investment trusts and passive bond funds.

The equity element of the portfolio will not exceed 40%.

The chosen investment trusts and investment funds can invest in UK and overseas equities, commercial property, fixed interest securities, natural resources, precious metals or cash.

The Heritage Dividend Cautious Portfolio has a natural dividend of 3.13% and is benchmarked against the average performance of the Mixed Investment 20%-60% equity sector.

Heritage Dividend has less than 12 full months’ performance data. No performance data is therefore shown. This is due to the regulation on the display of past performance history.

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Heritage Portfolios, a low-cost actively managed portfolio service designed for long-term capital growth through the use of investment trusts.

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