Its aim is to pinpoint the funds that best serve investors by providing a rising level of income and long-term capital growth, whilst carefully managing volatility. In an extremely competitive field, the Study also highlights the consistent underperformers, and whether investors should consider moving to a new fund.
The research involved to produce the Income Study feeds into our Managed Funds portfolios and forms a vital part of our fund research.
Our income study is highly respected among investment professionals and the investment media where it is regularly featured in the Mail on Sunday, This is Money, Money Marketing, Fund Strategy, IFAonline, Citywire, and other leading media.
The Principal Income Study comes out twice a year (January and July). To ask to be put on the mailing list for the Study please e-mail Sales Support, at sales-support@pimltd.co.uk or call the Bath office on 01225 460010.
- The White List identifies those funds that have offered a superior combination of income, capital growth and risk management – over the long term
- The Black List shows funds that regularly disappoint investors
- The Grey List can display a fund on the wane, or simply a high quality manager with an out-of-favour style
For more information visit the White List website