Eden Park Income
A managed portfolio service designed to deliver a reliable income, without losing sight of long-term growth.
EPIM Income Overview
A managed portfolio service designed to deliver a reliable income, without losing sight of long-term growth.
EPIM Income portfolios are built for clients who need their investments to provide a regular income while still protecting their purchasing power over time. They are particularly well suited to those approaching or in retirement, or anyone seeking a dependable income stream alongside capital growth.
The portfolios invest globally across a wide range of asset classes and are actively managed to respond to changing market conditions. This flexible approach helps balance income generation with risk management, aiming to deliver resilient outcomes through different market environments.
EPIM works with financial advisers to run portfolios on the adviser and their clients' behalf.
Key features of EPIM Income
Designed to deliver a consistent income alongside long-term capital growth
Income generated from dividends and interest only
Globally diversified across multiple asset classes
Actively managed with regular portfolio reviews
No derivative overlays or structured products used to enhance yield
Access to high quality third party fund managers
Competitive costs through institutional share classes
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EPIM Income Portfolios
How EPIM Income works
EPIM Income portfolios are managed through a centralised investment process, drawing on the experience and research capability of Charles Stanley. Portfolios are unconstrained by geography or asset class, allowing the investment team to access opportunities across global markets.
Income is generated naturally from dividends and interest payments, rather than through complex structures or artificial yield enhancement. Investments are selected with a dividend growth mindset, supporting the aim of delivering a consistent and, over time, rising income.
Asset allocation and fund selection are reviewed regularly to ensure each portfolio continues to meet its income and risk objectives.
- Managing over £25bn of assets
- Award-winning wealth manager
- Over 30 years' asset allocation experience
Portfolio options
EPIM Income offers a choice of risk rated portfolios, allowing advisers to select the most appropriate option based on a client’s objectives and attitude to risk.
EPIM Income Moderately Cautious
Designed for clients who prioritise capital preservation but still require a dependable income. The portfolio places greater emphasis on lower risk asset classes, while aiming to deliver returns above inflation over the long term.
EPIM Income Balanced
Suitable for clients seeking a balance between income and growth. The portfolio has a higher allocation to growth assets, with the aim of delivering a sustainable income and capital appreciation over time.
Get in touch today
01275 404 880
