Growth and Income Funds target investments in stocks, bonds, and money market instruments, generally with no fixed minimum percentages. Equity and debt investments, though, will predominate under normal market conditions. This strategy can help reduce market risk by diversifying investments among different securities markets.
Seek to provide both capital gains and a steady stream of dividend income by buying the shares of high-yielding, conservative stocks.
Mutual fund / unit trusts (also known as unit trusts) that combine the growth of earnings or value-orientation strategy (as growth funds do) with an income requirement for either level or rising dividends and/or an absolute dividend rate greater than that of a particular unmanaged stock index. Funds utilising the growth strategy generally invest in companies whose earnings are expected to grow faster than the average earnings growth of the major unmanaged market indices. Funds that utilise the value strategy generally invest in companies whose shares are either trading at a price that is relatively low compared to the historical trading range, or compared to prices of companies in similar industries. Kembali ke top
Mutual funds that invest in stocks of well-established companies that pay dividends reliably.
Mutual funds that own primarily blue-chip stocks of well-established companies that pay out a lot of dividends to their shareholders. These funds generally develop stock portfolios that balance the potential for appreciation with the potential for dividend income.
This category of funds seek growth of capital and current income. The funds generally buy common stocks with potential for growth and dividend payments.
Mutual funds that strive for both dividend income and capital appreciation by investing in companies with solid records of dividend payments and capital gains. Most growth and income funds strive for yields equal to or better than the money market average and to provide capital appreciation that at least beats inflation.
