Invesco Monthly Income Plus Fund (UK) Z (Inc)Register to Unlock Ratings |
Performance History | 30/04/2022 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | -4.1 | 10.7 | 7.5 | 6.1 | -5.0 |
![]() | +/-Cat | 1.4 | -1.7 | 3.4 | -2.0 | 0.5 |
![]() | +/-B’mrk | -1.4 | -2.2 | 2.2 | -1.9 | 0.6 |
Category: GBP Allocation 40-60% Equity | ||||||
Category Benchmark: Morningstar UK Mod Tgt Allo... |
Key Stats | ||
NAV 20/05/2022 | GBX 200.86 | |
Day Change | 0.00% | |
Morningstar Category™ | GBP Allocation 40-60% Equity | |
IA (formerly IMA) Sector | £ Strategic Bond | |
ISIN | GB00B8N45Q51 | |
Fund Size (Mil) 30/04/2022 | GBP 2190.14 | |
Share Class Size (Mil) 30/04/2022 | GBP 199.38 | |
Max Initial Charge | 5.00% | |
Ongoing Charge 11/10/2021 | 0.72% |
Morningstar Research |
Analyst Report |
The announced retirement of Invesco Monthly Income Plus’ long-time lead manager Paul Causer at the end of 2021 tempers our conviction somewhat. We are downgrading its People Pillar to Average, resulting in the Morningstar Analyst Rating for the... |
Click here to read this analyst report on the underlying fund. |
Morningstar Pillars | |
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People | Average |
Parent | Average |
Process | Above Average |
Performance | |
Price |
Investment Objective: Invesco Monthly Income Plus Fund (UK) Z (Inc) |
The Fund aims to achieve income and capital growth over the medium to long term (3 to 5 years plus). The Fund invests at least 80% of its assets globally in corporate and government debt securities (including investment grade, non-investment grade and unrated) and shares or other equity related securities of companies. |
Returns | ||||||||||||||||
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Management | ||
Manager Name Start Date | ||
Rhys Davies 31/08/2020 | ||
Ciaran Mallon 01/10/2013 | ||
Inception Date 12/11/2012 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
IA Sterling Strategic Bond | Morningstar UK Mod Tgt Alloc NR GBP |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Invesco Monthly Income Plus Fund (UK) Z (Inc) | 31/01/2022 |
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