Heritage Cautious Dividend

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.

Cumulative Performance Chart

Image Description

Cumulative performance chart shows % growth from 07/08/2015 to 30/06/2020 calculated using bid prices with income re-invested into the fund net of tax. The cumulative performance chart shows how the portfolio has performed against the benchmark taking into account the changing composition of the portfolio over the period of time shown.