In December 2023, the Board of the Invesco Select Trust plc proposed to its shareholders a consolidation of the four share classes into one, the Global Equity Income Share Portfolio.
This proposal was recently approved by the Company's shareholders, and we would like to thank existing holders for their continued support and welcome new shareholders.
Watch this short video to find out more about the Henley-based Global Equities team, the team’s approach to stock selection and portfolio construction, and the changes to the corporate proposition of the investment trust, including a new dividend policy and discount control policy.
00:14 – Introduction and corporate proposition for IGET
01:20 – Tell us about Henley
01:42 – What is your background and how does it relate to the team?
02:21 – How do you approach stock selection and portfolio construction?
03:21 – How are you currently positioned?
05:04 – What are your market expectations and outlook?
We are bottom-up stock pickers that seek to identify quality companies at attractive prices, run by aligned managers. We invest across sectors and industries, building high conviction, diversified portfolios that are focused on long term client outcomes.
Global equities: Thinking outside the Magnificent Seven
The Magnificent Seven – the supercharged stocks named after the classic Western movie – delivered outstanding returns in 2023. Stephen Anness discusses how his top seven holdings combined to match them.
Restructuring Proposals
As described in the announcement of 14 December 2023, the Invesco Select Trust Plc Board has undertaken a review of the Company and its strategy...
Global equities stock spotlight: 3i – home of one of Europe’s gems
We believe that we are most likely to deliver consistent performance by focusing on quality, cashflow and price. To illustrate this, we turn the spotlight on multinational private equity firm 3i.
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 use of borrowings may increase the volatility of the NAV and may reduce returns when asset values fall.
The Invesco Global Equity Income Trust plc uses derivatives for efficient portfolio management which may result in increased volatility in the NAV.
The Invesco Global Equity Income Trust plc invests in emerging and developing markets, where difficulties in relation to market liquidity, dealing, settlement and custody problems could arise.
Data as at 30 April 2024 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.
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.
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.
EMEA 3562925/2024
