The Insight UK Equity Income Booster Fund is an actively managed, equity-based fund, designed for income-seeking investors. 

The fund aims to deliver higher income than traditional equity income funds by investing in a primarily UK equity portfolio, combined with a systematic call option overwriting strategy to boost income and reduce volatility.

• Smoothed, monthly income with an annual income target of 8%*
• Fully invested in a portfolio of 35-50 high yielding equity stocks, primarily listed in the UK
• Call overwriting strategy used to sell call options on stocks held to boost income and help reduce volatility
• Full active management of equity portfolio by AA-rated fund manager Tim Rees** with the call overwriting strategy managed by Richard Lloyd, Head of Structured Solutions
• UCITS III retail fund with minimum investment of £3,000   

 



* The target yield quoted is an estimate and is not guaranteed. It is based on the anticipated level of income distributions over a twelve month period. The target yield will be reviewed on an annual basis and is quoted net of charges (which are deducted from capital) and net of basic rate tax.

** The Insight Investment Monthly Income Fund, which primarily invests in UK equities and is managed by Tim Rees, is AA-rated by OBSR and S&P.