
"We believe that buying high quality businesses for the long-term at attractive valuations can result in sustained out-performance relative to the index and below market volatility over the long-term."
Stephen Anness, Head of Global Equities
The Invesco Global Equity Income Fund (UK) is a core global equity fund with a focus on generating returns through both dividends and capital growth. The fund's global universe allows our investment team to focus on building a portfolio without compromise.
The fund's investment process is robust and repeatable. It focuses on bottom-up research and is augmented by collaboration and challenge. With no significant factor or style bias, the fund should be able to perform well through most market conditions.
High conviction portfolio with a clearly defined philosophy and a robust, repeatable bottom-up process.
We aim to mitigate downside risks by
We focus on attractive dividend and dividend growth characteristics versus the market and the portfolio has no significant style bias. These features should bode well for navigating different investment environments.
Access the Invesco Global Equity Income Fund (UK) product page to view KIDs/KIIDs and factsheets.
The fund is managed by Stephen Anness and Joe Dowling out of Henley-on-Thames. Stephen has over 20 years of industry experience and Joe over 10 years.
"We believe that buying high quality businesses for the long-term at attractive valuations can result in sustained out-performance relative to the index and below market volatility over the long-term."
Stephen Anness, Head of Global Equities
Global investing enables you to access investment opportunities that are not present domestically. Spreading your investments across geographies also benefits diversification, as volatility in one market is likely not affecting other markets. Thus, by investing globally you increase the potential for returns while reducing risk at the same time.
Income investing entails building an investment portfolio that allocates some or all of the portfolio to investments that generate a regular, consistent stream of income. One way to do this is to invest in dividend-paying stocks. In addition, you want to grow, or at least preserve, your capital, so you don’t have to downscale your lifestyle as you age. And finally, you want to make sure your income keeps up with inflation, which over longer time periods can take an enormous toll.
You can invest in the global stock market by investing in actively managed mutual funds or exchange traded funds (ETFs). Invesco offers a broad range of actively managed funds and ETFs.
We identify stocks with valuations that have not been reflected by the market but whose future prospects may be recognised by it later. We have no preconceived style bias towards stocks, sectors or countries, rather we look for the best investments at any point in time.
In this video, fund manager Bethany Shard shares her thoughts on the challenges of the last quarter and her outlook for UK equities.
In Q1 2025, Joe Dowling, Fund Manager of Invesco Global Equity Income Fund, discusses key market questions and their implications for the rest of the year.
Dividend strategies can be valuable for investors looking to take income and for those wanting to build long-term wealth, while also focusing on low volatility stocks can help stabilise returns.