Invesco Tactical Bond
Inclusive - Accumulation (GBP)





Our view on this Fund
This fund is on the Wealth Shortlist of funds our analysts believe have the potential to outperform their peers over the long term. However, this is not a recommendation to buy.
This fund is managed by a pair we rate highly - Paul Causer and Paul Reid. They can invest in all types of bonds, with very few constraints placed on them. The performance of the fund hinges on their ability to interpret the bigger economic picture. They can aggressively alter the fund's investments based on what they see. They aim to shelter the portfolio when they see tough times ahead; and seek strong returns as more opportunities become available. Depending on the managers' views, at different times this can be a relatively high-risk bond fund, or can be run on a conservative basis.
We think this is a good fund for exposure to the wider bond market. It takes away the hassle of deciding which type of bonds to invest in and when. The managers are given the discretion to make these decisions for you and we think they've proven their ability to do so. Over the long term the aim is to deliver a total return, through the combination of capital growth and income, rather than focusing purely on generating a high yield.
Our view on the sector
Performance Analysis
Investment Philosophy
Process and Portfolio Construction
Manager Track Record Based on HL Quantitative Research
Fund Track Record
05/03/16 to 05/03/17 | 05/03/17 to 05/03/18 | 05/03/18 to 05/03/19 | 05/03/19 to 05/03/20 | 05/03/20 to 05/03/21 | |
---|---|---|---|---|---|
Annual return | 5.26% | 0.74% | -1.59% | 4.46% | 10.47% |
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.
Fund Management Group Comment
Information about the fund
