This global mixed asset fund flexibly allocates 35-65% to bonds and equities for income and capital growth.
See all product detailsThe Invesco Global Income Fund is a globally diversified income-oriented product, which uses a flexible approach to navigate uncertain markets. The fund actively manages its exposures to different regions and asset classes to focus on the best investment opportunities.
The portfolio managers can invest across wherever they see the most attractive opportunities across both bonds and equities.
The fund does not follow an index and can invest globally.
The team has more than 25 years of experience managing mixed asset funds.
Invesco’s Fixed Income team has a 30-year track record of investing in corporate and higher yielding bonds. The fund invests in investment grade corporate bonds, high yield, subordinated debt issued by financials and emerging markets. With credit analysts around the world, the team’s fund managers can select issuers which offer the best combination of risk and return globally.
The equity team also enjoys a long track record with equity fund manager Stephen Anness having over 20 years of investment experience. Stephen is supported by the Henley-based Invesco Global Equities team to pick the best dividend-oriented opportunities.
The fund is free from having to track a benchmark index and the fund managers tilt the asset allocation according to market conditions and where they believe the best value is to be found.
The equity component boosts the fund’s income through dividends, but its real power is its potential for capital growth. Equities are hand-picked by Invesco’s Henley-based Global Equities team. The equity component consists of 3 elements:
For complete information on risks, refer to the legal documents. The value of investments and any income will fluctuate (this may partly be the result of exchange-rate fluctuations) and investors may not get back the full amount invested. Debt instruments are exposed to credit risk which is the ability of the borrower to repay the interest and capital on the redemption date. Changes in interest rates will result in fluctuations in the value of the fund. The fund uses derivatives (complex instruments) for investment purposes, which may result in the fund being significantly leveraged and may result in large fluctuations in the value of the fund. Investments in debt instruments which are of lower credit quality may result in large fluctuations in the value of the fund. The fund may invest in distressed securities which carry a significant risk of capital loss. The fund may invest extensively in contingent convertible bonds which may result in significant risk of capital loss based on certain trigger events. The fund may invest in a dynamic way across assets/asset classes, which may result in periodic changes in the risk profile, underperformance and/or higher transaction costs.
Bond markets generally struggled in October as the market reevaluated the interest rate outlook, following a strong rally leading up to the Federal Reserve’s first rate cut. Read our latest thoughts on how fixed income markets performed during the month and what we think you should be looking out for in the near term.
Catch up on monthly fixed income insights from our emerging market local debt team.
In our regularly updated macroeconomic analysis we offer an outlook for interest rates and currencies – and look at which fixed income assets are favoured across a range of market environments.
Alexandra Ivanova and Stuart Edwards, who manage the portfolio’s asset allocation and fixed income investments, each have over 20 years’ experience in bond markets. Stephen Anness manages the equity allocation, and also has over 20 years’ investment experience. Their approach is flexible and market-driven. They focus on absolute risk and return without the constraint of an index.
This fund’s broad remit gives me the widest possible choice for income-oriented investments.
One benefit of the bond portion of a mixed asset portfolio is that it has the potential to deliver a steady income stream while offsetting stock market volatility. Meanwhile, a benefit of the equity component is that it has the potential to deliver higher returns in the long term.
Diversification is the main benefit of global investing. A diversified portfolio is more likely to act as a source of stability during market volatility. Moreover, the investment universe is not limited from a geographical perspective and the fund managers can invest wherever they see the best opportunities globally.
Value investing is an investment strategy that involves picking securities that appear to be trading for less than their intrinsic or book value. To identify underestimated investments, value investors use their own financial analysis, rather than ‘following the herd’, and are long-term investors of quality companies.
Data as at 31.08.2024, unless otherwise stated. By accepting this material, you consent to communicate with us in English, unless you inform us otherwise. This is marketing material and not financial advice. It is not intended as a recommendation to buy or sell any particular asset class, security or strategy. Regulatory requirements that require impartiality of investment/investment strategy recommendations are therefore not applicable nor are any prohibitions to trade before publication. Views and opinions are based on current market conditions and are subject to change. For information on our funds and the relevant risks, refer to the Key Information Documents/Key Investor Information Documents (local languages) and Prospectus (English, French, German, Spanish, Italian), and the financial reports, available from www.invesco.eu. A summary of investor rights is available in English from www.invescomanagementcompany.lu. The management company may terminate marketing arrangements.
EMEA3843902/2024
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