We don’t support this browser anymore.
This means our website may not look and work as you would expect. Read more about browsers and how to update them here.

Invesco Monthly Income Plus Class Y - Accumulation (GBP)

Sell:297.03p Buy:297.03p Change: 1.12p (0.38%)
Prices as at 26 February 2024
Sell:297.03p
Buy:297.03p
Change: 1.12p (0.38%)
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
Prices as at 26 February 2024
Sell:297.03p
Buy:297.03p
Change: 1.12p (0.38%)
Prices as at 26 February 2024
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
The selling price currently displayed is higher than the buying price. This can occur temporarily for a variety of reasons; shortly before the market opens, after the market closes or because of extraordinary price volatility during the trading day.

Our view on this Fund

This fund does not feature on the Wealth Shortlist of funds our analysts believe have the potential to outperform their peers over the long term. This is not a recommendation to sell; however, if you are thinking of adding to your investments, we believe the Wealth Shortlist is a good place to start. View funds on the Wealth Shortlist »

Our view on the sector

Funds in this sector do what they say on the tin - they aim to pay a high income to investors. There's more than one way to achieve this though. Each fund uses a different approach and invests in different areas. Some focus on bonds. They tend to pay a fixed rate of income, but the amount varies from bond to bond. Government bonds are perceived to be lower risk and pay a lower income to reflect this. Corporate bonds offer higher yields because of the extra risk taken when lending to companies. Bonds can be less volatile than company shares, but offer less potential to grow your income and initial investment. Other funds focus on dividend-paying shares and offer more potential for long-term growth. There are also funds with the flexibility to invest in all kinds of investments. In addition to shares and bonds, they might also invest in currencies, property or commodities.

Performance Analysis

Performance analysis for this fund is not available.

Investment Philosophy

Investment philosophy for this fund is not available.

Process and Portfolio Construction

Process and portfolio construction for this fund are not available.

question mark Manager Track Record Based on HL Quantitative Research

  • Invesco Monthly Income Plus (UK)...
  • IA £ Strategic Bond
FROM: TO:


Source: Refinitiv Lipper

Fund Track Record

26/02/19 to 26/02/20 26/02/20 to 26/02/21 26/02/21 to 26/02/22 26/02/22 to 26/02/23 26/02/23 to 26/02/24
Annual return 9.27% 5.74% 3.21% -3.17% 8.72%

Please remember past performance is not a guide to future returns. Where no data is shown, figures are not available. This information is provided to help you choose your own investments, remember they can fall as well as rise in value so you may not get back the original amount invested.

Information about the fund

Fund manager biography

Manager Name: Rhys Davies
Manager start date: 31 August 2020
Manager located in: TBC

TBC

manager photo
Manager Name: Ciaran Mallon
Manager start date: 15 October 2013
Manager located in: Henley

Ciaran joined the company in January 2005 and is part of the UK Equities team managing UK Equity portfolios. Ciaran began his investment career in 1994 joining HSBC where he worked as an investment analyst before moving to United Friendly Asset Management (UFAM) in 1999 as a fund manager. He holds a BA (Hons) Chemistry from Oxford University and has also gained the CFA and Securities Institute Diploma.

Data policy - All information should be used for indicative purposes only. You should independently check data before making any investment decision. HL cannot guarantee that the data is accurate or complete, and accepts no responsibility for how it may be used. Benchmark data provided subject to this disclaimer.
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account