The Income Plus Fund emphasizes capital preservation and income but is structured to provide a blend of current monthly income and enhanced total returns. The fund provides a base rate of interest income coupled with an interest premium bonus paid at maturity.
The Fund is appropriate for investors seeking higher total returns while not requiring maximum current income. This split approach provides both current and deferred income which offers income and tax flexibility.
Like our other funds, there are no sales charges, commissions, or account management fees.
Key Features & Benefits
- Current monthly income
- Protection from market volatility
- Deferred enhanced income
- No Sales charges or commissions
- No account management fees