Head of Global Equities Stephen Anness
BSc in Economics, Securities Institute Diploma, the Investment Management Certificate from the CFA Society of the UK.
IGET
Invesco Global Equity Income Trust plc
Please read the Investment risks and Footnotes at the bottom of the page.
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Overview
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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.
Why consider Invesco Global Equity Income Trust plc?
- A focus on finding quality companies at attractive prices that can grow cashflows, to provide income and growth for investors.
- A high-conviction, high active share, globally diversified portfolio of around 40-60 holdings spread across sectors, geographies and market capitalisation.
- An annual dividend target of at least 4% set by IGET’s Board, ensuring a focus on delivering predictable income.¹
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.
Investment objective
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.
Monthly factsheet
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Kepler Trust Intelligence
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Quarterly update
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Annual financial report 2025
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Half yearly financial report 2025
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How we invest
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.
Key information
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Financial calendar
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Learn more about this Trust
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.
Performance
Standardised rolling 12-month performance (% growth)
| Category | 31.03.21 31.03.22 |
31.03.22 31.03.23 |
31.03.23 31.03.24 |
31.03.24 31.03.25 |
31.03.25 31.03.26 |
|---|---|---|---|---|---|
| Ordinary Share Price | 16.7 | 2.8 | 16.1 | 27.5 | 9.4 |
| Net Asset Value | 14.1 | 10.9 | 19.0 | 8.0 | 12.0 |
| MSCI World Index (£) Total Return | 15.4 | -1.0 | 22.5 | 4.8 | 16.4 |
Cumulative performance (% growth)
Ordinary share price performance figures have been calculated using daily closing prices with dividends reinvested. NAV performance figures have been calculated using daily NAV with dividends reinvested. The NAV used includes current period revenue and values debt at fair. The Benchmark performance shown is total return. All performance figures are in sterling as at %%asAt%% unless otherwise stated. Standardised past performance figures are updated on a quarterly basis. Source: Morningstar.
Related insights
Equities
Go global for income and growth with Invesco Global Equity Income Trust plc
Discover how the Invesco Global Equity Income Trust plc performed in 2025, where the managers are finding opportunities, and what’s driving their outlook for the year ahead. This Q1 update also covers the proposed merger with FRGT and details on the upcoming shareholder webinar.
21 January 2026
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Global equities
Break market concentration with global stocks
Shifting trends underscore the need for a more active approach when artificial intelligence trades are no longer treated as a single trade.
9 January 2026
Transcript
Equities
Lessons for market volatility
Stephen Anness, Head of Global Equities, shares some lessons learnt from the previous drawdowns we’ve experienced in order to help investors navigate the ongoing market volatility.
15 April 2025
Transcript
UK Equities
Is US stock market exceptionalism ending? Does it matter?
Joe Dowling, Fund Manager, and Stephen Anness, Head of Global Equities, explore the shift in global equity dynamics, the case for European equities, and why bottom-up stock selection remains key to long-term returns.
9 June 2025
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Managers & Directors
Directors
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.
Documents
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
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