Monthly Income Fund

The DMS Stirling House Monthly Income Fund is a multi-asset fund offering dynamic asset allocation and thematic stock selection.  It has been specifically designed for Low risk investors.

The assets within the DMS Stirling House Monthly Income Fund are continually monitored and adjusted by our Fund Manager.  It is an actively managed fund that is constantly adjusted within the low risk category.

Fund Objective

The DMS Stirling House Monthly Income Fund seeks to achieve a consistently attractive level of income coupled with long term capital appreciation.

Investment is predominately in fixed interest securities with the remainder in a mix of global equities, convertible bonds and cash.

Downloads

Latest Fund Factsheet (Open PDF)

Investment Funds Prospectus (Open PDF)