This global mixed asset strategy flexibly allocates 35-65% to bonds and equities for income and capital growth.
See all strategy detailsThe Invesco Global Income Fund is a globally diversified income-oriented strategy, which uses a flexible approach to navigate uncertain markets. The strategy actively manages its exposures to different regions and asset classes to focus on the best investment opportunities.
The strategy managers can invest across wherever they see the most attractive opportunities across both bonds and equities.
The strategy does not follow an index and can invest globally.
The team has more than 25 years of experience managing mixed asset strategy.
Invesco’s Fixed Income team has a 30-year track record of investing in corporate and higher yielding bonds. The strategy 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 strategy 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 strategy 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 strategy is free from having to track a benchmark index and the strategy 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 strategy’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:
As a large portion of the strategy is invested in less developed countries, you should be prepared to accept significantly large fluctuations in value.
The strategy will invest in derivatives (complex instruments) which will result in leverage and may result in large fluctuations in value.
Debt instruments are exposed to credit risk which is the ability of the borrower to repay the interest and capital on the redemption date.
Investments in debt instruments which are of lower credit quality may result in large fluctuations in value.
Changes in interest rates will result in fluctuations in value.
The strategy may invest in distressed securities which carry a significant risk of capital loss.
Investment in certain securities listed in China can involve significant regulatory constraints that may affect liquidity and/or investment performance.
Each month, our experts share their views on the emerging market (EM) local debt asset class. Read their outlook and discover which markets they believe are presenting the most attractive opportunities.
Bond markets struggled in March, primarily due to concerns about the potential impact of upcoming US policies. Read our latest thoughts on how fixed income markets fared during the month and what we think you should be looking out for in the near term.
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 strategy’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 strategy’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 strategy 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 28.02.2025, unless otherwise stated.
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.
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