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Invesco Bond Class C - Accumulation (GBP)

Sell:2,605.00p Buy:2,605.00p Change: 24.00p (0.93%)
Prices as at 22 November 2024
Sell:2,605.00p
Buy:2,605.00p
Change: 24.00p (0.93%)
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 22 November 2024
Sell:2,605.00p
Buy:2,605.00p
Change: 24.00p (0.93%)
Prices as at 22 November 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 can invest in government and corporate bonds issued globally. And they can often be denominated in overseas currencies. Foreign currencies boost performance if sterling weakens, like it did after the UK voted to leave the European Union in 2016, but the reverse is true when sterling strengthens. These funds can be very different from each other. Some focus on generating income, others try to shelter investors' money during the bad times and might not generate any income. We think there are only a handful of investors with the skill to successfully manage a fund in this sector.

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

This information is currently unavailable.

Fund Track Record

22/11/19 to 22/11/20 22/11/20 to 22/11/21 22/11/21 to 22/11/22 22/11/22 to 22/11/23 22/11/23 to 22/11/24
Annual return 7.90% -3.76% -9.94% -3.41% 4.49%

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: Tom Sartain
Manager start date: 8 May 2018
Manager located in: London

Tom Sartain is a senior portfolio manager within the IFI global multi sector team based in London. His role encompasses idea generation and portfolio construction across interest rate, asset allocation and currency strategies for global portfolios. His areas of focus include relative value strategies, derivatives and inflation markets. Prior to joining Invesco, Tom was with Schroders Investment Management for 13 years. He worked as a senior member of the multi sector portfolio management team, overseeing Libor plus, global aggregate and sovereign portfolios, including inflation linked. As well as a senior investor, Tom had managerial oversight of the analyst function within the team. Prior to 2005, Tom previously worked in fixed income at RBS Financial Markets.

Manager Name: Luke Greenwood
Manager start date: 30 April 2020
Manager located in: TBC

He joined Invesco in 2000 becoming a member of the Invesco Fixed Income (IFI) team in 2004. Prior to joining the IFI team Luke was a performance and risk management analyst.His broad fixed income background includes prior experience analysing and investing in the UK, Canadian and Japanese government bond markets along with the UK banking, European auto and defense credit sectors.

manager photo
Manager Name: Lyndon Man
Manager start date: 23 March 2016
Manager located in: TBC

Lyndon joined Invesco in 2011 and is the principal Portfolio Manager for Invesco's global IG credit funds. He manages portfolios with a range of investment strategies, including active alpha and enhanced beta.He began his time at the GIC as a quantitative analyst in 2005, where he lead the quantitative platform in the development of pricing models and various quant strategies.

Manager Name: Gareth Isaac
Manager start date: 8 May 2018
Manager located in: London

Gareth Isaac is the Chief Investment Officer, EMEA for Invesco Fixed income. Gareth is the senior IFI investor in EMEA with primary responsibility for leading the Global Macro team in London. His brief also encompasses a wider investment and thought leadership role working closely with the Investment Grade Credit, High Yield and Emerging Markets teams and the Credit Analyst team. Gareth is a member of the IFI Investment Strategy Team (IST). Gareth joined Invesco in January 2017 from Schroders Investment Management where during his 5 years there established his credentials as a highly respected investor whilst leading the multi sector investment team. His remit extended across portfolio management, where he led the multi-currency aggregate and unconstrained investment strategies. His asset management and Fixed Income experience extends to almost 20 years, working for organisations such as Newton, AXA, Société Générale and GLG

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