The lower risk AJ Bell Income fund aims to generate a 4% income while maintaining capital value by largely investing in global government and corporate bonds. The documents listed below are the latest versions made available to our data provider by the fund management group, but may not necessarily reflect the applicable charges that would be levied should you purchase this fund via Charles Stanley Direct. Some funds carry a dilution levy which reduces the number of units realised on any initial investment as an initial charge.

3 years), The funds starring in AJ Bell's new 'ready-made' portfolios, The Expert View: Games Workshop, Greggs and GVC, Wednesday Papers: UK economy ‘to recover by the summer’, The Big Broadcast: Stocks that can change the world. VT AJ Bell Funds ICVC VT AJ Bell Income Fund The investment objective of VT AJ Bell Income is to generate income* whilst maintaining capital value over a typical investment cycle (5-10 years) through a focus on exposure to a broad range of income generating assets such as bonds and equities. The Fund will seek to achieve its objective by investing mainly in other collective investment schemes (especially in the early stages of the Fund's growth) (including those managed or operated by the ACD and those with both passive and active strategies) and so provide exposure to equities (particularly those which the Investment Manager considers to have dividend yields above the average for the relevant regional stock markets and including investment trusts) and bonds as well as alternative asset classes (such as property and infrastructure). You're a power user moving through this website with super-human speed. GB00BH3W7990 | MEX: Registered in England No 1903304. The investment objective of VT AJ Bell Income is to generate income* whilst maintaining capital value over a typical investment cycle (5-10 years) through a focus on exposure to a broad range of income generating assets such as bonds and equities. The Fund is also expected to invest directly in equities and bonds.

Charles Stanley Direct is a trading name of Charles Stanley & Co. Limited. The fund aims to protect itself from the effects of inflation whilst targeting an annual yield between 3% and 5%, although this is not guaranteed. Authorised and regulated by the Financial Conduct Authority (No. Charges on the funds will be capped at 1%, with AJ Bell's cut of that fee fixed and 0.15%. We've accounts to suit every investing need, and free guides and special offers to help you get the most from them.

If this fund carries such a levy it should be detailed in the Key Investor Information Document (KIID), which we must provide and you should read before investing.