Like all investments, Income+ can experience short-term ups and downs. This is normal and happens for a few reasons:
- Market Changes: Factors like interest rate hikes or economic news can cause prices of securities and/or other investments to fluctuate.
- Economic Reports: Updates on inflation, unemployment, or global events can affect investors decisions—and thus can impact prices.
- Diversification: Income+ spreads your money across different types of assets to reduce risk. But not all investments perform the same way at the same time, so some price movement is normal.
- Payout Timing: Sometimes there's a timing difference between when interest or dividend is received by the funds versus when payouts are made to fund investors. If distributions are paid out of capital before this dividend comes in, it can temporarily influence the portfolio's price.
These changes are usually short-term. But over time, a diversified portfolio like Income+ aims to provide steadier, more consistent returns despite these fluctuations.
