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Invesco High Yield Class Z - Accumulation (GBP)

Sell:363.06p Buy:363.06p Change: 1.66p (0.46%)
Prices as at 12 November 2024
Sell:363.06p
Buy:363.06p
Change: 1.66p (0.46%)
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 12 November 2024
Sell:363.06p
Buy:363.06p
Change: 1.66p (0.46%)
Prices as at 12 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

The yields on offer from high-yield bonds have proven attractive in a low interest rate environment. They now offer less value than they once did. But we still think there are attractive opportunities for those prepared to look. Funds in this sector invest mainly in 'high yield' or 'non-investment grade' bonds. These are issued by companies thought to be less able to pay off their debts so they offer higher yields to compensate for the extra risk. High-yield bonds have tended to perform better when economic growth is strong because companies generally find it easier to pay their debts. But they are riskier and sometimes perform more like shares than investment grade bonds. Funds in this sector could be a good addition to a diversified portfolio invested to generate income.

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

12/11/19 to 12/11/20 12/11/20 to 12/11/21 12/11/21 to 12/11/22 12/11/22 to 12/11/23 12/11/23 to 12/11/24
Annual return -0.70% 12.86% -11.93% 8.32% 16.11%

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 Hemmant
Manager start date: 31 August 2020
Manager located in: TBC

TBC

Manager Name: Thomas Moore
Manager start date: 31 December 2016
Manager located in: Henley-on-Thames

Thomas is a fund manager and senior credit analyst within the Henley Investment Centre's Fixed Interest team. Thomas began his career in New York in 1999 as a management consultant, with roles focused on US and international fixed income markets. In 2004 he joined Morgan Stanley where he held senior roles within the fixed income division. In 2011 he became Head of European Credit Analytics, subsequently becoming Managing Director in 2012.Thomas is a graduate of Harvard and Oxford Universities and holds an MBA from Columbia Business School. He is also a CFA charterholder.

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