Invesco Select Trust plc - Global Equity Income Share Portfolio: Manager update
Invesco Select Trust plc - Global Equity Income Share Portfolio: Manager update
In this video update, Stephen Anness shares an update on the global equity market and his views on the outlook. He covers:
0:22: What has been happening in the global equity market over the last 12 months?
1:38: How did the portfolio perform over the last 12 months?
2:44: Given you are a global fund, how far down the capital structure do you go?
3:52: What are you concerned about right now and how do you mitigate those risks?
5:05: What is the outlook for global equities?
Want to know more?
Stephen Anness is Head of the Henley-based Global Equities team. He and his team manage a range of global equities products including:
Invesco Global Equity Income Fund (UK)
Invesco Select Trust plc Global Equity Income Share Portfolio
To find out more about the team and the other global equity ICVCs and SICAVs they manage, please visit the team page here.
Investment risks
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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.
The product uses derivatives for efficient portfolio management which may result in increased volatility in the NAV. In addition, some companies are suspending, lowering or postponing their dividend payments, which may affect the income received by the product during this period and in the future.
The use of borrowings may increase the volatility of the NAV and may reduce returns when asset values fall.
The product invests in emerging and developing markets, where difficulties in relation to market liquidity, dealing, settlement and custody problems could arise.
Important information
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All information correct as at 31 October 2023 unless otherwise stated.
Current tax levels and reliefs may change. Depending on individual circumstances, this may affect investment returns. If investors are unsure if this product is suitable for them, they should seek advice from a financial adviser.
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 more information on our products, please refer to the relevant Key Information Document (KID), Alternative Investment Fund Managers Directive document (AIFMD), and the latest Annual or Half-Yearly Financial Reports. This information is available on the website. www.invesco.com/uk/en/investment-trusts.html.
Further details of the Company’s Investment Policy and Risk and Investment Limits can be found in the Report of the Directors contained within the Company’s Annual Financial Report.
