Article

Global Equity Income: manager update

3 January 2024
Stephen Anness
Stephen Anness
Head of Global Equities
Global Equity Income: manager update
Scroll down to watch the manager update Video

In this video update, Stephen Anness shares an update on the global equity market and his views on the outlook. He covers:

0:22: What has been happening in the global equity market over the last 12 months?

1:38: How did the portfolio perform over the last 12 months?

2:44: Given you are a global fund, how far down the capital structure do you go?

3:52: What are you concerned about right now and how do you mitigate those risks

5:05: What is the outlook for global equities?  

Want to know more?

Stephen Anness is Head of the Henley-based Global Equities team. He and his team manage a range of global equities products including:

Invesco Global Equity Income Fund (UK)

Invesco Select Trust plc Global Equity Income Share Portfolio

To find out more about the team and the other global equity ICVCs and SICAVs they manage, please visit the team page here.

  • 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.

    The fund may use derivatives (complex instruments) in an attempt to reduce the overall risk of its investments, reduce the costs of investing and/or generate additional capital or income, although this may not be achieved. The use of such complex instruments may result in greater fluctuations of the value of the fund. The Manager, however, will ensure that the use of derivatives within the fund does not materially alter the overall risk profile of the fund. As one of the key objectives of the fund is to provide income, the ongoing charge is taken from capital rather than income. This can erode capital and reduce the potential for capital growth. Although the Fund invests mainly in established markets, it can invest in emerging and developing markets, where there is potential for a decrease in market liquidity, which may mean that it is not easy to buy or sell securities. There may also be difficulties in dealing and settlement, and custody problems could arise.

  • All information correct as at 31 October 2023 unless otherwise stated.

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