Growth and Income Fund
A Growth and Income Fund is an investment fund that aims to provide a mix of capital appreciation and dividend income.
Definition of Growth and Income Fund
As financial advisors, we often discuss various investment vehicles that cater to different financial goals. A Growth and Income Fund is one option that combines two objectives: capital appreciation and income generation.
Essentially, we aim for the fund to grow over time and provide a steady income stream, making it a balanced choice for many investors.
These funds typically invest in a blend of equities that have the potential for growth and income-generating assets like dividend-paying stocks or interest-bearing bonds.
The combination of growth stocks and income sources distinguishes these funds from others. Here’s a snapshot in a table format for quick reference:
| Aspect | Description |
|---|---|
| Primary Goal | To achieve long-term capital growth with regular income |
| Investment Types | A mix of growth-oriented stocks and income-producing securities |
| Risk Profile | Moderate, due to a diversified portfolio balancing growth and income assets |
| Ideal For | Investors seeking both appreciation and income, with a moderate risk tolerance |
When considering a Growth and Income Fund for your portfolio, remember that our objective is to balance the potential for growth with the stability of income.
This balance offers a more conservative risk profile than pure growth funds. Our focus is on monitoring market trends, selecting stocks and bonds that can achieve this dual mandate, and thereby supporting your objectives with a strategic blend of assets.