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Invesco Podcast: Banks, Tech, Aerospace, Beverages, Retail

17 September 2020
Ben Gutteridge
Ben Gutteridge
Portfolio Manager - Multi-Asset Strategies

In the latest Invesco Podcast Ben Gutteridge, Director of Model Portfolio Services, speaks to Stephen Annes, Head of Global Equities at Invesco, and lead manager on the Invesco Global Equity Income funds, both onshore and offshore.

The conversation begins with Stephen’s take on the Growth Vs Value debate that continues to rag, before quickly turning to a discussion about stocks. The names debated include JPMorgan, Microsoft, Tencent, Rolls Royce, Coca-Cola and Next.

  • Invesco Global Equity Income Fund (UK)

    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.

    Invesco Global Equity Income Fund (offshore)

    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.

  • This podcast is for Professional Clients only and is not for consumer use.

    Where individuals or the business have expressed opinions, they are based on current market conditions, they may differ from those of other investment professionals and are subject to change without notice.

    This podcast is marketing material and is not intended as a recommendation to invest in 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. The information provided is for illustrative purposes only, it should not be relied upon as recommendations to buy or sell securities.

    For the most up to date information on our funds, please refer to the relevant fund and share class

    specific Key Investor Information Documents, the Supplementary Information Document, the ICVC ISA Terms and Conditions (Invesco Global Equity Income Fund (UK) ), the Annual or Interim Reports and the Prospectus, which are available from www.invesco.co.uk.

    Persons interested in acquiring the Invesco Global Equity Income Offshore Fund should inform themselves as to (i) the legal requirements in the countries of their nationality, residence, ordinary residence or domicile; (ii) any foreign exchange controls and (iii) any relevant tax consequences. For the purposes of UK law, the Invesco Global Equity Income Offshore Fund is a recognised scheme under section 264 of the Financial Services & Markets Act 2000. The protections provided by the UK regulatory system, for the protection of Retail Clients, do not apply to offshore investments. Compensation under the UK’s Financial Services Compensation Scheme will not be available and UK cancellation rights do not apply. The Fund is domiciled in Luxembourg.