Embarquez pour un voyage dans un monde à faibles émissions de carbone avec ce fonds mixte, combinant obligations et actions mondiales.
Voir toutes les informations sur le produitLe fonds Invesco Sustainable Global Income a pour ambition de participer à la transition vers une économie à faibles émissions de carbone à moyen et long terme en vue de soutenir les objectifs à long terme de l’Accord de Paris. Dans le cadre de la réalisation de son objectif d’investissement durable, la stratégie prévoit une allocation flexible entre obligations et actions mondiales.
The fund has sustainable investment as its objective and picks green leaders in no matter which sector they’re in.
The portfolio managers can invest across wherever they see the most attractive opportunities across both bonds and equities.
The fund does not follow an index and invests globally.
Notre cheminement sur la voie du zéro carbone fera émerger des gagnants et des perdants, certaines entreprises prospérant et d’autres peinant à s’adapter. Les entreprises mal préparées ou incompatibles avec la nouvelle économie, pourraient subir des défauts de paiement, des pertes et des dépréciations. Nous sélectionnons des entreprises solides au regard de leurs caractéristiques climatiques et bien positionnées pour l’avenir. Nous sommes convaincus que cela contribuera à réduire le risque d’investissement à long terme.
Toutes les entreprises durables ne sont pas émettrices d’emprunts verts si bien que nous ne nous limitons pas aux seules obligations vertes. Ainsi, lorsqu’une société que nous apprécions émet à la fois des obligations vertes et non vertes, nous choisissons celles qui offrent la meilleure valeur ajoutée.
Par ailleurs, nous pouvons investir dans des entreprises opérant dans des secteurs à forte intensité carbone dès lors qu’elles déploient des efforts supérieurs à ceux de leurs pairs pour réduire leurs émissions. Certaines entreprises des secteurs de l’énergie et de l’automobile en sont de bons exemples. Cette approche est, de notre point de vue, la meilleure pour encourager un changement du monde réel.
En plus d’atteindre notre objectif climatique, nous cherchons à apporter revenus et croissance en investissant dans des obligations et des actions mondiales. Nous investissons entre 35 % et 65 % de l’actif du fonds dans des instruments de dette de l’ensemble du spectre de crédit, et le reste dans des actions mondiales. L’avantage d’inclure une composante actions est qu’elle permet notamment d’apporter à la fois croissance du capital et revenus de dividendes.
Rendez-vous sur la page produit du fonds Invesco Sustainable Global Income pour consulter les DIC/DICI et les fiches produits.
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. The fund may invest in certain securities listed in China which can involve significant regulatory constraints that may affect the liquidity and/or the investment performance 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 in contingent convertible bonds which may result in significant risk of capital loss based on certain trigger events. The lack of common standards may result in different approaches to setting and achieving ESG objectives. In addition, the respect of the ESG criteria may cause the Fund to forego certain investment opportunities.
C’est la première fois depuis la crise financière mondiale de 2008 que les conditions sont aussi favorables pour l’investissement obligataire. Les experts en investissement obligataire d’Invesco nous parle des perspectives et des opportunités pour cette classe d’actifs.
Bienvenue dans notre analyse mensuelle des marchés obligataires, dans laquelle nos experts partagent leurs éclairages sur la conjoncture macroéconomique et leurs prévisions relatives à l’évolution des taux d’intérêt et aux devises.
Julien Eberhardt, gérant de fonds au sein de l’équipe Invesco Fixed Income Europe, partage ses réflexions sur les principaux obstacles qui affectent la performance du marché obligataire en 2024. Découvrez, dans notre série de questions-réponses, pourquoi il affiche plus d’optimisme vis-à-vis des taux européens qu’américains, pourquoi il se montre prudent sur le risque de crédit et comment cela influence sa gestion du fonds Euro Corporate Bond.
Portfolio managers Edward Craven, Alexandra Ivanova, Stephen Anness and Andrew Hall bring a combined 80+ years of industry experience. They are members of the Henley-based investment teams and have worked together for several years. They draw on the support of their colleagues in the fixed interest and global equities teams. Invesco’s global ESG team is also available to provide support and analysis.
This fund takes a very active approach to stock picking and security selection. We are seeking to finance companies that can make a difference.
To fulfil the goals of the Paris Agreement, countries, corporates and consumers will have to take steps to reduce their carbon footprints. The switch from a carbon-intensive economy will require huge public and private sector investment in innovative technology and green infrastructure. Meanwhile, any delay in the transition to net zero could exacerbate the climate crisis and pose risks to portfolios and assets. Investment portfolios and asset allocation will increasingly reflect the realities of the transition to net zero.
Green bonds are debt securities designed to finance climate and environmental projects. For example, they may support energy efficiency, sustainable agriculture, clean transportation, sustainable water management, and so on.
Green bonds can be good at promoting ESG outcomes, however it is also important to remember that some companies which are sustainable don’t issue green bonds. That’s why we don’t restrict ourselves to green bonds only in our management of the fund. Instead, we form our own judgement on a company’s financial and green credentials. For example, if a company we like issues green and non-green bonds, we can choose which is the best value.
One benefit of the bond portion of a mixed asset portfolio is that it has the potential to deliver a steady income stream while offsetting stock market volatility. Meanwhile, a benefit of the equity component is that it has the potential to deliver shareholder value.
SFDR stands for Sustainable Finance Disclosure Regulation. This is a European regulation that came into effect in 2021. Its aim is to increase transparency around sustainable investment products and to reduce the risk of greenwashing. Funds are classified as Article 6, Article 8 or Article 9 depending on their ESG approach.
Article 9 is deemed the ‘greenest’ categorisation. To be categorised as Article 9, a fund must have sustainable investing or carbon reduction as part of its investment objective.
Data as at 31.8.2024, 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 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. Not all share classes of this fund may be available for public sale in all jurisdictions and not all share classes are the same nor do they necessarily suit every investor.
EMEA3851141/2024
