Invesco Monthly Income Plus Fund

This was our introduction to the team. Much of the conversation covered the markets but we also had an introduction to the fund.

We will start with the fund which falls into the strategic bond index. The primary focus is on delivering an income by holding more credit and less government bonds. It can invest in equities, up to 20%. The current level is around 7.5% and they are positioning the fund back to this level with the recent falls in the market. The highest level of equity weighting the fund has had is 12%.

The fund has been managed by the same team since its launch and draws on the experience of the UK equity for equity holdings. The Vanguard Global Bond Index which we use as a comparison holds mainly government bonds and therefore this strategy is different because it provides greater diversification across the bond market….read more

Fund Facts Morningstar

Notes

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