Please read the Investment risks and Footnotes at the bottom of the page.
How to invest in Investments Trusts
Investing in investment trusts can be approached in several ways, depending on your preferences and financial goals.
Before making any investment decisions, it's essential to conduct thorough research or consult with a financial adviser to ensure that the chosen investment aligns with your financial goals and risk tolerance.
Here are the primary ways:
Interested in investing in Investment Trusts? Learn more.
We’re pleased to share that the Invesco Bond Income Plus Limited (BIPS) has launched a retail offer, giving both existing and new investors the exciting opportunity to access the trust at a 0.75% premium to NAV.
This offer, available until 12th February 2026, reflects the ongoing demand for BIPS. Read more in the announcement here.
The Trust aims to provide investors with confidence through reliable income and steady growth. Investment is focused on bonds, where companies borrow money and reward investors with interest, selected for their attractive yields. With a diversified portfolio and a proven track record, Invesco Bond Income Plus seeks to deliver consistent quarterly income.
AJ Bell Award
Invesco Bond Income Plus has once again been recognised as the best investment trust in the ‘Bonds – Active’ category in AJ Bell’s annual investment awards. This is the second year in succession BIPS has claimed the award, after being nominated by financial advisors and receiving the most votes from private investors.
The Company aims to obtain capital growth and high income from investment, predominantly in high-yielding fixed-interest securities.
Further details of the Company’s Investment Policy and Risk and Investment Limits can be found in the Directors' Report contained within the Company’s Annual Financial Report.
The Company has maintained a consistent level of dividend for several years. A simple maxim underpins this success: we will only invest when we think we are being adequately rewarded for doing so.
Today, the portfolio is invested across three broad areas of the high yield bond market. Income generators form the core of the fund, made up of bonds issued by non-financial companies that pay a high level of income to compensate for their leveraged balance sheets. Next, banks and subordinated financials - bonds in this area of the market continue to pay a premium over other areas of the market. Finally, credit intensive bonds, which are bonds that have come under price pressure, but that we believe have the right plans in place to turn around their business.
| Announcements | Dividend payable | Annual General Meeting |
|---|---|---|
| Annual financial report March/April | Interim dividends May, August, November, February | AGM 11 June 2025 |
| Half-yearly unaudited financial report August | ||
| Year End 31 December |
Sign up for alerts or contact our specialist team if you have any questions or need assistance with anything related to this trust. When you interact with us, we may collect information about you which constitutes personal data under applicable laws and regulations. The Trust privacy notice (PDF) explains how we use and protect your personal data.
| Category | 31.12.20 31.12.21 |
31.12.21 31.12.22 |
31.12.22 31.12.23 |
31.12.23 31.12.24 |
31.12.24 31.12.25 |
|---|---|---|---|---|---|
| Ordinary Share Price | 4.2 | -5.2 | 10.5 | 8.8 | 8.0 |
| Net Asset Value | 5.3 | -10.7 | 11.6 | 8.5 | 8.8 |
Should you wish to contact a member of the Board of Directors, please email the Company Secretary. When you interact with us, we may collect information about you which constitutes personal data under applicable laws and regulations. Our Trust privacy notice (PDF) explains how we use and protect your personal data.
FundCalibre - BIPS / Elite Rated Funds (view on FundCalibre website)
Winterflood Research - BIPS - Fund Insight Report
Receive periodic updates on this investment trust and invites to future AGMs.
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