Invesco Global Income Fund

The fund is designed to provide investors with a combination of income and long-term capital growth by investing globally across a diversified range of income-producing assets, combining equities and bonds within a flexible, actively managed portfolio.
Why this fund?
Invesco Global Income Fund

Navigate uncertainty with a flexible approach

The fund adopts a multi-asset approach, investing in global equities with attractive dividend yields alongside government and corporate bonds to provide income and diversification. The managers actively allocate capital across asset classes, regions and sectors, drawing on their assessment of valuations, economic and market conditions, income opportunities, and risk-adjusted return potential.

Flexible mixed asset portfolio

The portfolio managers can invest across wherever they see the most attractive opportunities across both bonds and equities.

Unconstrained global approach

The fund does not follow an index and can invest globally.

Team experience

The team has more than 25 years of experience managing mixed asset funds.

Why this fund?

  • Experienced investment teams

    The fund brings together the expertise of Invesco's established fixed income and equity teams. Supported by a global network of credit analysts, the fixed income team draws on decades of experience investing across corporate bonds, high yield bonds, financial debt and emerging markets. This broad opportunity set helps the team identify attractive income opportunities while carefully managing risk.

    The equity portion of the portfolio is managed by Stephen Anness and Invesco's Global Equities team in Henley, who have extensive experience identifying high-quality companies capable of delivering sustainable income and long-term growth.

  • Flexible and actively managed

    The fund is not constrained by a benchmark, giving the managers the flexibility to adjust allocations across asset classes as market conditions evolve. This allows them to focus on where they see the most attractive opportunities for income and growth.

  • Combining income with growth potential

    The fund combines income-generating bonds with carefully selected global equities, providing the potential for both regular income and long-term capital growth.

    The equity portfolio focuses on three types of opportunities:

    • Dividend compounders: companies with a strong track record of growing their dividends over time.
    • Future income champions: businesses with the potential to increase dividends significantly as they grow.
    • Dividend restoration opportunities: companies undergoing positive change where dividend payments and business performance may recover over time.

Access the Invesco Global Income Fund product page to view KIIDs/KIDs and factsheets. The investment concerns the acquisition of units in an actively managed fund and not in a given underlying asset.

View fund details

  • For complete information on risks, refer to the legal documents. 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. Debt instruments are exposed to credit risk which is the ability of the borrower to repay the interest and capital on the redemption date. Changes in interest rates will result in fluctuations in the value of the fund. The fund uses derivatives (complex instruments) for investment purposes, which may result in the fund being significantly leveraged and may result in large fluctuations in the value of the fund. Investments in debt instruments which are of lower credit quality may result in large fluctuations in the value of the fund. The fund may invest in distressed securities which carry a significant risk of capital loss. The fund may invest extensively in contingent convertible bonds which may result in significant risk of capital loss based on certain trigger events. The fund may invest in a dynamic way across assets/asset classes, which may result in periodic changes in the risk profile, underperformance and/or higher transaction costs.

Fund managers

Alexandra Ivanova and Stuart Edwards manage the portfolio’s asset allocation and fixed income investments, each bringing more than 25 years of experience in bond markets. The equity allocation is managed by Stephen Anness, who also has over 20 years of investment experience. Together, they adopt a flexible, market-driven approach, focusing on delivering attractive risk-adjusted returns without the constraints of a benchmark.

Charles Bond, Fund manager


This fund’s broad remit gives me the widest possible choice for income-oriented investments.

Alexandra Ivanova
 Fund manager

 

 

Frequently asked questions

Combining equities and bonds can help create a more balanced portfolio. Bonds can provide a regular source of income and may help reduce overall portfolio volatility, while equities offer the potential for long-term capital growth and growing dividend income. Together, they can provide a diversified source of returns across different market environments.

Investing globally gives the fund access to a broader range of opportunities than are available in any single market. It also helps diversify risk across different countries, sectors and companies. This broader opportunity set allows the managers to invest wherever they identify the most attractive opportunities for income and growth.

Valuation-led investing focuses on identifying investments that appear attractively priced relative to their long-term potential. Rather than following market trends, the investment team uses detailed research and analysis to identify high-quality companies and issuers that may be undervalued. This disciplined, long-term approach aims to uncover opportunities that can deliver attractive returns over time.

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  • Data as at 31.08.2026, unless otherwise stated. By accepting this material, you consent to communicate with us in English, unless you inform us otherwise. 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 information on our funds and the relevant risks, refer to the Key Information Documents/Key Investor Information Documents (local languages) and Prospectus (English, French, German, Spanish, Italian), and the financial reports, available from www.invesco.eu. A summary of investor rights is available in English from www.invescomanagementcompany.lu. The management company may terminate marketing arrangements. 

    Paying agent in Switzerland: BNP PARIBAS, Paris, Zurich Branch, Selnaustrasse 16, 8002 Zürich. The Prospectus, Key Information Document, financial reports and articles of incorporation may be obtained free of charge from the Representative. The funds are domiciled in Luxembourg.

    EMEA5861486/2026