
High income
Stable monthly income stream from contractual loans to a diverse group of global companies.
The Invesco Wholesale Senior Secured Income Fund invests in the loans of around 350 global companies, many household names, diversified across 20 or more sectors.
In an elevated interest rate environment, loans are a timely complement to investors’ existing debt investments and income sources. The companies pay a contractual floating-rate income to investors, which is distributed on a monthly basis. And just as the name suggests, the loans are senior in the capital structure to all other debt or equity issued by the company, and they’re secured by the assets of the company – such as inventory, property and plant and equipment.
The investment team of the fund are one of the world’s largest managers of Senior Secured Loans in a highly liquid market approaching US $2 trillion. The team’s network and prominence in the market give them access to the most attractive loans from both private and publicly listed issuers.
Ashley O’Connor, Head of Investment Strategy at Invesco Australia, sat down with James Dunn from the Inside Network to discuss why now could be the perfect time to invest in Senior Secured Loans.
With high interest rates stubbornly sticking around and Senior Secured Loans’ elevated income levels, considering an allocation to Senior Secured Loans could benefit your clients.
Stable monthly income stream from contractual loans to a diverse group of global companies.
Near zero duration risk, income rises when interest rates rise, providing a hedge against inflation.
Highest priority to be repaid and first right to the companies' assets.
Ashley O'Connor from Invesco joins Owen Rask on The Australian Investors Podcast to talk about Senior Secured Loans.
Kevin Egan, Senior Portfolio Manager, Senior Secured Loans
Ashley O’Connor talks about the three key features of Senior Secured Loans that make them a compelling investment right now.
Inception Date |
31 Dec 19901 |
Management Cost (MER/ICR) |
0.75% |
Minimum Investment |
$20,000 |
APIR |
CNA0805AU |
Distribution |
Monthly |
A one-stop-shop featuring educational videos, case studies and infographics to provide all the information your clients may need to better understand Senior Secured Loans.
Investments can go up and down. Past returns are not a reliable indicator of future returns. Future returns may be affected by a range of factors including economic and market influences.
Invesco does not guarantee that the fund will achieve its objective or performance targets.
This is general information only and does not take into account your individual objectives, taxation position, financial situation or needs. You should assess whether the information is appropriate for you and consider obtaining independent taxation, legal, financial or other professional advice before making an investment decision. A Product Disclosure Statement (PDS) and Target Market Determination for any Invesco fund referred to here is available from Invesco. You should read the PDS and consider whether a fund is appropriate for you before making a decision to invest.
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Investments in the Invesco funds are subject to investment risks including possible delays in repayment and loss of income and principal invested. Neither Invesco nor any other member of the Invesco Ltd Group guarantee the return of capital, distribution of income, or the performance of any of the Funds. Any investments in the Funds do not represent deposits in, or other liabilities of, any other member of the Invesco Ltd Group.
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