3 Funds for Growth Plus Income

These three funds deliver capital appreciation while also managing to generate income, offering investors a decent total return on their investment

Holly Cook 1 September, 2015 | 9:12AM
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Here at Morningstar we think it’s important to look at total return. So that’s not just the capital appreciation that you may get with an investment but also any income you’re generating, and have a look at the overall picture to get a real understanding of what you’re getting from your investment.

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The information contained within is for educational and informational purposes ONLY. It is not intended nor should it be considered an invitation or inducement to buy or sell a security or securities noted within nor should it be viewed as a communication intended to persuade or incite you to buy or sell security or securities noted within. Any commentary provided is the opinion of the author and should not be considered a personalised recommendation. The information contained within should not be a person's sole basis for making an investment decision. Please contact your financial professional before making an investment decision.

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Securities Mentioned in Article

Security NamePriceChange (%)Morningstar
Rating
Artemis Income R Inc2.24 GBP0.11Rating
City of London Ord390.00 GBP0.13Rating
iShares UK Dividend ETF GBP Dist725.95 GBP-0.02Rating

About Author

Holly Cook

Holly Cook  is Manager, Morningstar EMEA Websites

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