Webinar

Winterflood Investment Companies Conference: Delivering a steady income in an uncertain world

25 February 2022
Rhys Davies
Rhys Davies
Fund Manager

Rhys Davies recently took part in Winterflood’s annual Investment Companies Conference. Watch the video to hear Rhys’ thoughts on:

  • High yield bonds – why he likes them for income and examples of some of the companies Invesco Bond Income Plus Limited invests in
  • The market – where we are today, how we got here and how Rhys and his team navigated the sell-off in 2020
  • Invesco Bond Income Plus Limited and how it is positioned in this market view

Investment risks

  • 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.

    Invesco Bond Income Plus Limited has a significant proportion of high-yielding bonds, which are of lower credit quality and may result in large fluctuations in the NAV of the product.

     

    The product uses derivatives for efficient portfolio management which may result in increased volatility in the NAV.

     

    The use of borrowings may increase the volatility of the NAV and may reduce returns when asset values fall.

     

    The product may invest in contingent convertible bonds which may result in significant risk of capital loss based on certain trigger events.

     

    As a result of COVID-19, markets have seen a noticeable increase in volatility as well as, in some cases, lower liquidity levels; this may continue and may increase these risks in the future.

Important information

  • 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.

     

    For more information on our products, please refer to the relevant Key Information Document (KID), Alternative Investment Fund Managers Directive document (AIFMD), and the latest Annual or Half-Yearly Financial Reports.

     

    Further details of the Company’s Investment Policy and Risk and Investment Limits can be found in the Report of the Directors contained within the Company’s Annual Financial Report.

     

    If investors are unsure if this product is suitable for them, they should seek advice from a financial adviser. For details of your nearest financial adviser, please contact IFA Promotion at www.unbiased.co.uk

     

    Invesco Bond Income Plus Limited is regulated by the Jersey Financial Services Commission.