The Medium Risk Income Portfolio provides investors with a yield of currently around 4.33% per annum (Calculated 2-11-2009).

The yield is a mixture of

• Corporate Bond Coupons
• Blue Chip Equity Dividends
• Property Rents

Each fund within the portfolio will typically make quarterly distributions that can be paid to the investor or reinvested into the portfolio.

The value of the portfolio will vary depending upon market conditions.

Over the last 5 years, Income Portfolio has provided a 34% total return whereas a 90 day bank or building society deposit account would have given only 18%.

Over the long term, investors can confidently take and spend their yield distrubution payments without eating into capital.

If the portfolio is held within an ISA, the yield distributions can be paid tax-free.

Cumulative performance chart shows % growth from 2-11-2004 to 2-11-2009.

The value of units may fall as well as rise and past performance is not necessarily a guide the the future.