How retirees can get income and growth
Market uncertainty continues to dominate local and global markets, presenting a real challenge for retirees. How do they balance the need for a steady income to fund their lifestyle with the requirement for growth to combat rising inflation and longevity?
In the first episode of this four-part series, I look at how equity income funds deliver more tax-effective income and less volatile returns for investors during their pre- and post-retirement phase.
Next week - Busting the myths of equity income funds
I will shine a light on the three common misconceptions of these funds and discuss why they offer investors a more consistent yield than traditional asset classes. To stay up to date with all the series content, hit the follow button below and you will be notified as soon as the content goes live.
Like to know more?
If you’d like to discuss adding equity income to your portfolio, or for more information on our range of funds, please visit our website or fund profile below.
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