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The objective of the higher income plan is to achieve for investors an acceptable level of risk to c...

The objective of the higher income plan is to achieve for investors an acceptable level of risk to capital, commensurate with a relatively high and stable level of income. These funds have successfully demonstrated over the years that both elements can be achieved. On this basis, absolute return should be targeted rather than following an index. It is perhaps predictable that the average age of investors is nearly 70. Most IFAs have sold these funds to retired people who are generally by definition, dependent upon a reliable and regular stream of income. A higher income plan is particularl...

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