
Invesco Select Trust plc – UK Equity Share Portfolio: Q3 2023 manager update
James Goldstone, Fund Manager
The UK stock market went up in the 4th quarter of 2023 - despite quite disappointing UK economic growth. There was some good news, however, with inflation continuing to fall to lower levels and money markets concluding that interest rates will be reduced during 2024.
Looking forward, we think the UK stock market has plenty of opportunities to find companies offering good and reliable dividends, plus world class businesses offering long term growth.
In this video update, Ciaran discusses the 4th quarter and answers the following questions:
00:23 - What has been happening in the UK equity market over the last quarter?
01:27 - How did the UK Equity Share Portfolio perform?
02:16 - How is the portfolio positioned and what changes have been made in Q4?
03:38 - What is the outlook for UK equities?
The investment trust is managed by James Goldstone and Ciaran Mallon, members of Invesco's UK equities team. Click below to learn more about the trust and the team.
Invesco Select Trust plc UK Equity Share Portfolio
UK equities team
James Goldstone, Fund Manager
Ciaran Mallon, Fund Manager
Ciaran Mallon, Fund Manager