Income opportunities in bonds

Bonds are now offering income opportunities not seen since the global financial crisis.  And investors aren’t having to take on too much credit risk to gain exposure to these, with companies having entered this period with reasonable balance sheet strength.

Against this backdrop, the asset class looks particularly attractive.

Our active, flexible approach

This is an investment grade credit portfolio, but we have the flexibility to allocate up to 30% to high yield securities and government bonds. This allows us to take on more risk when the opportunities look attractive, or reduce risk in periods where we don’t feel it is justified.

We also have no duration restrictions, which means we can mitigate risk or take advantage of opportunities, depending on the prevailing interest rate environment.

The investment concerns the acquisition of units in an actively managed fund and not in a given underlying asset. 

Investment risks

  • For complete information on risks, please 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 strategy. The strategy uses derivatives (complex instruments) for investment purposes, which may result in the strategy being significantly leveraged and may result in large fluctuations in the value of the strategy. The strategy may invest in distressed securities which carry a significant risk of capital loss. The strategy may invest in contingent convertible bonds which may result in significant risk of capital loss based on certain trigger events.

Meet the managers

Julien Eberhardt and Tom Hemmant are responsible for managing the strategy, supported by the rest of Invesco‘s Fixed Income Team. Together, the two fund managers have a combined 38 years of industry experience.

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Important Information

  • Data as at 30.11.2023, 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.