The page you were trying to view is not available for your role.
Investing with a focus on income
The portfolios do not have a specific yield target, and this is by design. Yield is a function of price and as such will move around as the value of the holdings in the portfolios change.
Instead, we focus on the income generated from each holding in the portfolio. This is a more reliable measure when planning the income the portfolios are likely to generate for your clients.
Providing a clear forecast
At the start of each financial year, we provide a forecast of the income in pence per share that the portfolios are likely to generate over the coming year. Providing this forecast offers you a better indication of what your clients are likely to receive based on the number of shares they hold.
Income forecasts and income distributions since launch
The below tables show the income forecast and the income distribution of the portfolios over the past five years.
| Monthly Income Portfolio | |||||
| 2025-2026 | 2024-2025 | 2023-2024 | 2022-2023 | 2021-2022 | |
| Income forecast per share | 3.50-3.90p | 3.50-3.85p | 3.25-3.65p | 3.10-3.50p | 3.00-3.40p |
| Income distribution per share | 3.88p | 4.14p | 3.79p | 3.75p | 3.52p |
| Monthly Income and Growth Portfolio | |||||
| 2025-2026 | 2024-2025 | 2023-2024 | 2022-2023 | 2021-2022 | |
| Income forecast per share | 3.60-4.00p | 3.40-3.80p | 3.25-3.65p | 3.00-3.40p | 2.90-3.30p |
| Income distribution per share | 4.11p | 4.29p | 3.77p | 3.75p | 3.41p |
Source: Quilter as at 31 May 2026. Annual income forecast and distribution over period 1 June 2025 to 1 May 2026. All income payments and forecasts are for the U1 (GBP) income shares.
Delivering a smoothed monthly income
Our research tells us that clients seeking an income from their investments want a predictable income stream. The portfolios distribute a monthly income, providing your clients with a consistent income.
In addition, the income payments are smoothed throughout the year, reducing the difference in the payments paid to your clients.
Your next step
We are dedicated to making sure your journey with us is as smooth as possible. Get in touch with your Quilter investment director to find out how the Monthly Income Portfolios can meet the needs of you and your clients.
This communication is issued by Quilter, a trading name of Quilter Investment Platform Limited, who provides an Individual Savings Account (ISA), Junior ISA (JISA), and Collective Investment Account (CIA), and Quilter Life & Pensions Limited, who provides a Collective Retirement Account (CRA) and Collective Investment Bond (CIB).
Quilter Investment Platform Limited and Quilter Life & Pensions Limited are registered in England and Wales under numbers 01680071 and 04163431, respectively.
Registered office at Senator House, 85 Queen Victoria Street, London, EC4V 4AB.
Quilter Investment Platform Limited is authorised and regulated by the Financial Conduct Authority under reference number 165359. Quilter Life & Pensions Limited is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority under reference number 207977.
Quilter uses all reasonable skill and care in compiling the information in this communication and in ensuring its accuracy, but no assurances or warranties are given. You should not rely on the information in this communication when making investment decisions. Nothing in this communication constitutes advice or a personal recommendation. This communication is for information purposes only and is not an offer or solicitation to buy or sell any Quilter product.
Approver: Quilter July 2026
Q 01156/206/17642