Invesco Monthly Income Plus Inclusive - Income (GBP)
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 »
The fund invests in a mixture of shares and corporate bonds but the bond element makes up the core of the portfolio. The fund is co-managed by Paul Causer, Rhys Davies and Ciaron Mallon. Up to 20% of the fund can be invested in high yielding UK shares. These are chosen by Ciaran Mallon who looks for companies with strong fundamentals, dividend growth and sensible management whose interests are aligned with shareholders. The fund's flexible approach allows the managers to actively exploit opportunities in varying market conditions across bonds and equities.