Fidelity Global Enhanced Income Fund – Income Yield 5.21% pa ~ Paid Monthly
The Fund’s investment objective is to achieve income with the potential for some capital growth from a portfolio made up mainly of the securities of companies from around the world.
Invesco EQQQ NASDAQ-100 UCITS ETF (EQQQ)
The objective of the Fund is to provide investors with investment results which, before expenses, generally correspond to the price and yield performance of the Index. The Fund may invest up to 20% of its Net Asset Value in shares issued by the same body, and up to 35% in exceptional market conditions.
Legal & General Global Technology Index Trust
The objective of this fund is to provide growth by tracking the performance of those companies in the FTSE World Index which are engaged in Information Technology activities. The fund will invest almost entirely in company shares.
Legal & General Global 100 Index Trust
The objective of the Fund is to track the performance of the S&P Global 100 Index (the “Benchmark Index”) on a net total return basis before fees and expenses are applied. Therefore, the Fund’s performance may differ from the Benchmark Index due to the deduction of fees and expenses and the impact of any tracking error factors.
WS Blue Whale Growth Fund
The fund aims to achieve capital growth over any five year period, after all costs and charges have been taken. To invest directly and/or indirectly at least 80% of its Scheme Property by value worldwide (including emerging markets) in equities. The portfolio will be concentrated, comprising of 25 to 35 stocks.
JPMorgan Global Growth & Income plc
To provide superior total returns and outperform the MSCI All Country World Index over the long-term by investing in companies based around the world.
Seymour Sinclair ETF Growth Portfolio
Seymour Sinclair are excited to launch their new Low-Cost ETF Growth Portfolio. It will be made up of five funds covering the UK, USA, Europe and Global Sectors.
Exchange-Traded Funds
An exchange-traded fund (ETF) is a pooled investment security that can be bought and sold like an individual stock. ETFs can be structured to track anything from the price of a commodity to a large and diverse collection of securities. An ETF, or Exchange Traded Fund is a simple and easy way to get access to investment markets. It is a pre-defined basket of bonds, stocks or commodities that are wrapped into a fund and then listed onto the exchange so that everyone can use it.
TM Tellworth UK Select Fund
The objective of the fund is to achieve positive annual returns with lower volatility than the Deutsche Numis All Share Index
Spring Newsletter 2024
Take a look at our latest Newsletter with all our ideas for investment for 2023/24
Premier Miton Optimum Income Fund
The objective of the Fund is to provide a yield of 7% per annum together with the prospect of capital growth over the long-term, being five years or more.
Invesco Monthly Income Plus Fund
The Fund aims to achieve income and capital growth over the medium to long term (3 to 5 years plus).
Artemis Global Income Fund
The fund aims to grow both income and capital over a five year period. The Fund invests 80%-100% in company shares and up to 20% in bonds, cash and near cash, other transferable securities, other funds (up to 10%) managed by Artemis and third party funds, money market instruments, and derivatives. The fund may use derivatives for efficient portfolio management purposes to reduce risk and manage the fund efficiently.
Polar Capital Artificial Intelligence
The Fund’s investment objective is to achieve long term capital appreciation. The Fund will seek to achieve its investment objective by primarily investing in a diversified portfolio of global equity securities which may be listed or traded on a Regulated Market.
Jupiter India Fund
The objective of the Jupiter India Fund is to provide a return, net of fees, higher than that provided by the MSCI India Index over the long term (at least five years).
JPMorgan American Investment Trust plc
JPMorgan American Investment Trust plc (JAM) is a closed-ended investment company whose objective is to achieve capital growth from North American investments by outperformance of the Company’s benchmark, which is the S&P 500 Index.
Spring Newsletter 2023
Take a look at our latest Newsletter with all our ideas for investment for 2022/23.
Polar Capital Global Insurance Fund
The Fund aims to provide an attractive total return, irrespective of broader economic and financial market conditions, by investing in companies operating within the international insurance sector.
Greencoat UK Wind
To invest mostly in operating UK wind farms with the aim to provide investors with an annual dividend that increases in line with RPI inflation while preserving the capital value of its investment portfolio. The Group invests in both onshore and offshore wind farms with the amount invested in offshore wind farms being capped at 40% of GAV at acquisition.
BlackRock Natural Resources Growth & Income Fund
The aim of the BlackRock Natural Resources Growth & Income Fund is to achieve capital growth and an above average income from its equity investments, compared to the income yield of the natural resources sector.
Lazard Global Listed Infrastructure Equity Fund
The investment objective of the Fund is to aim to achieve over the long term total returns comprising income and capital appreciation.
Ecofin Global Opportunities & Infrastructure Trust
The investment objective is to achieve a high, secure dividend yield on its Portfolio and to realise long-term growth in the capital value of the Portfolio for the benefit of Shareholders, while taking care to preserve capital of Shareholders
M&G Global Listed Infrastructure Fund
The Fund has two aims: to deliver a higher total return (the combination of income and growth of capital), net of the Ongoing Charges Figure, than that of the MSCI ACWI Index over any five-year period and; to deliver an income stream that increases every year in Sterling terms.
Premier Miton Global Infrastructure Income Fund
The fund aims to provide investors with income together with capital growth over the long-term, being five years or more. It is a focused global income fund with a visible and maintainable dividend yield profile.
Legal & General Global Infrastructure Index Fund
The objective of the Fund is to provide a combination of growth and income by tracking the performance of the FTSE Global Core Infrastructure Index, the “Benchmark Index”. This objective is after the deduction of charges and taxation.
BlackRock Energy and Resources Income Trust plc
The Company aims to achieve an annual dividend target and, over the long term, capital growth by investing primarily in securities of companies operating in the mining and energy sectors.
BlackRock World Mining Trust plc
BlackRock World Mining Trust is a British investment trust dedicated to investments in a diversified portfolio of mining and metal assets worldwide.
Polar Capital Global Financials Trust
The Company’s investment objective is to generate for investors a growing dividend income together with capital appreciation
Rathbone Global Opportunities Fund
The objective of the fund is to deliver a greater total return than the IA Global Sector, after fees, over any five-year period. To meet the objective, the fund manager will invest at least 80% of the fund in global shares, with the remainder in cash, short-term deposits and UK government debt.
Schroder High Yield Opportunities
This is a bond fund that has a very attractive yield of around 6% per annum and investors can opt to receive income monthly.
Liontrust Global Dividend Fund
The Investment objective of the Liontrust Global Dividend Fund is to generate income with the potential for long term (5 years or more) capital growth. Income Target Benchmark - The Fund aims to deliver a net target yield of at least the net yield of the MSCI World Index each year.
Your Capital is at Risk
Seymour Sinclair Investments Limited is authorised and regulated by the Financial Conduct Authority and offers an execution-only service. Past performance is not a reliable guide to future returns. Market and exchange-rate movements may cause the value of investments to go down as well as up. Yields will fluctuate and so income from investments is variable and not guaranteed. You may not get back the amount originally invested. Tax treatment depends of your individual circumstances and may be subject to change in the future. If you are unsure about the suitability of any investment you should seek professional advice. Whilst Seymour Sinclair provide product information, guidance and fund research we cannot recommend which of these products or funds, if any, are suitable for your particular circumstances and must leave that judgement to you. Before investing you must read the Seymour Sinclair and Platforms Terms and Conditions and it is important that you read the specific risk factors on the Key Investor Information Documents for the funds which you are considering investing in.
For non-platform business, where we can still give discounts, those discounts are subject to receipt of commission and may be subject to change if commission levels are altered. The information on this site is intended solely for the use of those people who are United Kingdom residents for tax and investment purposes.
