Investor Views: “I’m 80 and Want to Maximise my Investment Income”

Alain Fox, a retired solicitor, tells Morningstar how he’s tried to inflation-proof his portfolio and how he wishes to get the best possible income in retirement

Emma Simon 7 October, 2015 | 10:14AM
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This article is part of Morningstar’s Guide to Income Investing. Whether you are looking grow your pension pot, or invest for retirement income, this week we have all the news, information and education you need.

Alain Fox takes an active interest in his investment portfolio, which he has constructed to ensure his income keeps pace with inflation.

I have been particularly pleased with the performance of the investment trusts

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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
Alliance Trust Ord1,034.00 GBX0.39Rating
BAE Systems PLC589.60 GBX0.72Rating
BHP Group PLC1,941.00 GBX0.65Rating
British American Tobacco PLC2,600.00 GBX0.04Rating
Edinburgh Investment Ord616.00 GBX0.49Rating
Royal Dutch Shell PLC B1,767.60 GBX-0.27Rating
Scottish Mortgage Ord1,438.50 GBX-0.79Rating
Unilever PLC3,893.00 GBX0.76Rating
Witan Ord246.50 GBX0.20Rating

About Author

Emma Simon

Emma Simon  is a financial journalist, specialising in investment and consumer issues, writing for Morningstar.co.uk