Income Range.
The Income Range prioritises distributable income without eroding capital. The committee targets a natural yield — dividends and coupons — rather than manufactured income from capital, helping to preserve the long-term value of clients' investments.
How the Income Range works.
The Income Range prioritises distributable income without eroding capital. The committee targets a natural yield — dividends and coupons — rather than manufactured income from capital, helping to preserve the long-term value of clients' investments.
The Ethical Income variant applies the same SRI/ESG screening framework as the Core RG3 Ethical, excluding harmful industries while maintaining the same yield target of 3.4–3.7%.
Range overview
| Portfolio | Yield | OCF | 1yr return |
|---|---|---|---|
| Income & Growth | |||
| Ethical Income ESG |
Figures to 30 April 2026. Net OCF, gross adviser charges. Yield is estimated and not guaranteed. Past performance is not a reliable indicator of future results.
The Ethical Income ESG portfolio applies negative screening and positive ESG tilts. Available on all major platforms. Same fee structure as the conventional Income & Growth portfolio.
Choose an Income Range portfolio.
Click any portfolio below to view full performance data, holdings, and documents.
Income distribution details.
| Feature | Income & Growth | Ethical Income ESG |
|---|---|---|
| Distribution frequency | Quarterly | Quarterly |
| Distribution dates | ||
| Yield target | > | > |
| Income type | ||
| ESG screening | None | Negative + positive tilt |
| Min. investment |