UK DIVIDEND INCOME PORTFOLIO EXPLAINED
Fundamental UK Dividend Income Portfolio Explained
In the ever-evolving landscape of financial markets, making informed investment decisions is crucial.
About This Portfolio?
Fundamental UK Dividend Income Portfolio can provide you with a reliable income stream, protection against inflation, and the potential for long-term growth. With expert management and personalised service, we are committed to helping you achieve your financial and lifestyle objectives.
Attractive Dividend Yeild
The Fundamental UK Dividend Income Portfolio offers a compelling dividend yield of approximately 7%, significantly higher than the FTSE 100 average of 3.6%. This higher yield can provide a robust income stream, making it an excellent choice for investors seeking regular income.
Bespoke Tailored Service
Our high-net-worth investors receive a tailor-made, bespoke investment portfolio with a minimum investment of £100,000. However, we recommend an investment of £250,000+ for a direct equity portfolio of this nature. We accept existing ISA transfers, using previous ISA allowances while keeping the tax breaks. This service is designed for those who wish to invest not just for today, but for the years ahead.
Ethical & Responsible
There is a growing emphasis on sustainability and Environmental, Social, and Governance (ESG) criteria. Companies that prioritise ESG factors are not only contributing to a better world but are also attracting a growing base of socially conscious investors. This focus can lead to sustainable growth and long-term value creation.
Economic Resilience
Despite global economic uncertainties, the UK market has shown remarkable resilience. Companies within our portfolio are selected based on their strong fundamentals and ability to maintain dividend payouts, even in challenging times. This resilience ensures that your investments are well-positioned to weather economic fluctuations.
Inflation Hedge
With inflationary pressures persisting, investing in dividend-paying stocks can serve as a hedge. Companies that consistently pay dividends often have strong pricing power and the ability to pass on cost increases to consumers, thereby protecting your investment from the eroding effects of inflation.
Can Be Blended with Growth Companies
If requested, the portfolio can be blended with our Growth model. By investing in companies with solid growth prospects and sustainable dividend policies, you can benefit from capital appreciation over time.
Personalised Service
At Fundamental Asset Management, we pride ourselves on offering personalised service. Each client has a direct line to their named portfolio manager, ensuring that your unique financial needs and goals are always prioritised.
Can Be Held As An ISA or Non-ISA
This investment can be held as an ISA or a non-ISA. We accept ISA transfers in of ISAs invested elsewhere. An Individual Savings Account (ISA) provides numerous benefits, making it a favoured option for saving and investing in the UK. Here are some key advantages:
- Tax-Free Returns: One of the primary benefits of ISAs is that any interest, dividends, or capital gains earned within the account are tax-free, which can significantly enhance your savings over time.
- No Upper Age Limit: Unlike some other savings products, there is no upper age limit for opening an ISA, making it accessible to a broad range of savers.
- Inheritance Benefits: In the event of your death, your ISA savings can be transferred to your spouse or civil partner through an inherited ISA allowance, maintaining its tax-free status.
Visit our Fundamental UK Dividend Income Portfolio Key Stats
