Multi Asset Investment Trusts

stephenadarglas

Hi everyone
In three years time I'll be looking to move from accumulation to taking income from my investments.  An area I am not invested in at the moment is investment trusts, in particular multi asset trusts.  Ideally what I'm looking for is a global multi asset trust that produces an income of circa 3-5%.  Would appreciate comments and guidance.  I'm currently invested in mainly (90%) global multi asset funds trackers.  I suppose the bottom line is I'm looking to diversify a little into this area to produce an income.
Many thanks.  

Alistair31

https://forums.moneysavingexpert.com/discussion/6029805/multi-asset-funds#latest

jamei305

Alistair31 said:

https://forums.moneysavingexpert.com/discussion/6029805/multi-asset-funds#latest

I can't see any multi-asset ITs mentioned on that thread....

[Deleted User]

jamei305 said:

Alistair31 said:

https://forums.moneysavingexpert.com/discussion/6029805/multi-asset-funds#latest

I can't see any multi-asset ITs mentioned on that thread....

You must have this missed post in that thread then
https://forums.moneysavingexpert.com/discussion/comment/76083998/#Comment_76083998
I checked before I would have said, RICA, CGT, PNL as well
I have money in PNL 

NotSureWhichUsername

I also came across JP Morgan Multi-Asset Trust (MATE) for the first time recently. 4.84% yield and 0.65% annual management charge per HL. Only launched in 2018, so not a huge track record yet. 

(For disclosure purposes, I haven’t invested - just saw and made a note of it!)

Aminatidi

There aren't many

• Personal Assets Trust
• Capital Gearing Trust
• Ruffer Investment Compant
• Seneca Income & Growth Trust (sort of)
• JP Morgan MATE

Look in the AIC's "flexible" sector.

stephenadarglas

Thanks for taking the time to reply guys - much appreciated.  I'll investigate further based on your links.  Again, many thanks.

Albermarle

 Ideally what I'm looking for is a global multi asset trust that produces an income of circa 3-5%.  

Personal Assets Trust and Capital Gearing Trust maybe both Multi - Asset but they are not very good to have for income generation . The yield from the latter is only  just over 0.5%.,
They are primarily aimed at wealth/capital preservation and both have done this job well in recent months, especially Personal Assets.

Moe_The_Bartender

You don’t necessarily have to live on the dividends. Sell shares instead from the presumed capital growth.