Invesco Investment Grade Credit SMA

Invesco Investment Grade Credit SMA

Fixed income - Taxable fixed income

At a glance

Objective

Seeks to provide current income with potential capital appreciation for total return


Universe

Invests primarily in investment grade fixed income securities, with the flexibility to invest globally


Team
  • 23-member team
  • Average of 16 years
  • Experience spread throughout global financial centers

Philosophy

We believe fixed income opportunities are best captured by independent, specialist decision makers interconnected as a global team. Timely investment decisions combine with a rigorous portfolio construction process designed to maximize each opportunity. Using this philosophy, we seek to generate total return, composed of current income and capital appreciation.

Process

US Investment Grade Credit is a fixed income, total return strategy that integrates the macro and credit research of Invesco's global fixed income platform. The investment team studies the global landscape seeking investment ideas that will generate value. The portfolio managers are then responsible for allocating the appropriate investment ideas into the mandate according to specific guidelines and risk tolerance.

Step 1:
Macro research
  • Macro research
  • Sector/subsector selection
Step 2:
Credit research
  • Security selection
  • Relative value opportunities
Step 3:
Construction
  • Ongoing risk monitoring
  • 50–75 holding