Why consider Invesco Bond Income Plus Limited (BIPS)
1. Aims to provide a high level of income and capital growth to investors
2. Access to the high yield bond market, diversified across countries and industries, provides the potential to create a diverse portfolio
3. Expert credit analysis and careful selection provide opportunities for the fund managers to add value over the long term
The portfolio is invested across three broad areas of the high yield bond market. Income generators form the core of the fund, made up of bonds issued by non-financial companies that pay a high level of income to compensate for their leveraged balance sheets. Next, banks and subordinated financials - bonds in this area of the market continue to pay a premium over other areas of the market. Finally, credit intensive bonds, which are bonds that have come under price pressure, but that we believe have the right plans in place to turn around their business.
BIPS website:
Invesco Bond Income Plus Limited | Invesco UK
Content:
Refuelling the engine
BIPS and gearing explainer
Factsheet
Annual Financial Report
Investment risks
The value of investments and any income will fluctuate (this may partly be the result of exchange rate fluctuations) and investors may not get back the full amount invested.
Invesco Bond Income Plus Limited has a significant proportion of high-yielding bonds, which are of lower credit quality and may result in large fluctuations in the NAV of the product.
The product may invest in contingent convertible bonds which may result in significant risk of capital loss based on certain trigger events.
The use of borrowings may increase the volatility of the NAV and may reduce returns when asset values fall.
The product uses derivatives for efficient portfolio management which may result in increased volatility in the NAV.
Important Information
Data as at 28 June 2024 unless otherwise stated.
This is marketing material and not financial advice. It is not intended as a recommendation to buy or sell any particular asset class, security or strategy. Regulatory requirements that require impartiality of investment/investment strategy recommendations are therefore not applicable nor are any prohibitions to trade before publication.
Views and opinions are based on current market conditions and are subject to change.
For more information on our products, please refer to the relevant Key Information Document (KID), Alternative Investment Fund Managers Directive document (AIFMD), and the latest Annual or Half-Yearly Financial Reports. This information is available on our website.
Further details of the Company’s Investment Policy and Risk and Investment Limits can be found in the Report of the Directors contained within the Company’s Annual Financial Report.
If investors are unsure if this product is suitable for them, they should seek advice from a financial adviser.
Issued by Invesco Fund Managers Limited, Perpetual Park, Perpetual Park Drive, Henley-on-Thames, Oxfordshire RG9 1HH, UK. Authorised and regulated by the Financial Conduct Authority.
Invesco Bond Income Plus Limited is regulated by the Jersey Financial Services Commission.
EMEA 3674348/2024