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.
A worldwide opportunity set gives managers the freedom to steer towards the best ideas, with a disciplined strategy. IGET looks beyond the crowd to uncover opportunities where others aren’t looking. By selecting stocks across diverse regions and sectors, Invesco Global Equity Income Trust seeks to deliver steady income and long-term capital growth, aiming to offer investors a distinctive, resilient global equity income approach.
¹ The dividend policy involves paying at least 4% calculated on the unaudited year end NAV, paid quarterly in equal amounts. This is not guaranteed.
The Company’s investment objective is to provide an attractive level of predictable income and capital appreciation over the long term, predominately through investment in a diversified portfolio of equities worldwide.
For more information about the Company’s objectives, please view the document below.
With an active approach to stock selection, the process is carefully designed to seek to stack the odds of success in the portfolio’s favour, with risk management considered throughout. The process is focused on IDEAS: Identify potential ideas; Determine the most promising; Evaluate the opportunity; Approve the idea; Structure the portfolio.
The portfolio is made up of three categories. First, dividend compounders. A minimum of 70% of the fund will be in companies that have a strong track record of paying and growing dividends. Second, up to 20% in low yielding, but faster growth stocks. These are companies with excellent capital allocation*, resulting in compelling returns on invested capital or a progressive buy back policy**. Finally, up to 10% of the portfolio will be invested in Dividend Restoration ideas - businesses that are undergoing a temporary challenge or turnaround, but where we see a clear route to dividend restoration.
*Capital allocation: distributing and investing a company's financial resources in ways that will increase its efficiency and maximize its profits.
**Buy back: when a company buys back its shares and is a way for the company to reinvest in itself.
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 | 30.06.21 30.06.22 |
30.06.22 30.06.23 |
30.06.23 30.06.24 |
30.06.24 30.06.25 |
30.06.25 30.06.26 |
|---|---|---|---|---|---|
| Ordinary Share Price | -0.1 | 7.4 | 25.1 | 32.7 | 17.2 |
| Net Asset Value | 1.6 | 19.0 | 19.3 | 15.1 | 17.5 |
| MSCI World Index (£) Total Return | -2.6 | 13.2 | 20.9 | 7.2 | 25.3 |
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.
Annual reports
Half year reports
Portfolio disclosure
Corporate governance
Terms of reference of the audit committee
Terms of reference of the management engagement committee
Terms of reference of the nomination committee
Terms of reference of the marketing committee
Schedule of matters reserved for the board
Letter of appointment - Ms S Inglis (Chairman)
Letter of appointment - Mr T Woodhead
Letter of appointment - Mr Dampier
Annual General Meeting
General Meeting
2026 General Meeting Poll Results
Combination with Franklin Global Trust Circular - January 2026
Receive periodic updates on this investment trust and invites to future AGMs.
Find out how investment trusts work and benefit from Invesco's large and diverse range of strategies to find an investment opportunity for you.
MUFG Corporate Markets (formerly known as Link Group)
Central Square
29 Wellington Street
Leeds LS1 4DL
Lines are open Monday to Friday, 08.30 am to 5.30 pm.
Shareholders holding paper share certificates can also access their holding details via the Investor Centre app or the website at uk.investorcentre.mpms.mufg.com.
If you have a specific question relating to an AGM that you wish to submit ahead of the meeting, please email us at investmenttrusts@invesco.com.
Whilst our aim is to provide a high level of service to our shareholders, we accept sometimes we may not meet your expectations. If you have experienced poor service, we would like to know so that we can deal with your complaint as quickly as possible. To raise a complaint, please email us at investmenttrusts@invesco.com.
