Skip to main content

We bring together investment trust providers, platforms, and industry speakers to uncover the investment opportunities provided by closed-end funds. Sponsored by: abrdn, AIC, Allianz Global Investors, Baillie Gifford, BlackRock and Schroders.

We bring together investment trust providers, platforms, and industry speakers to uncover the investment opportunities provided by closed-end funds. Sponsored by: abrdn, AIC, Allianz Global Investors, Baillie Gifford, BlackRock and Schroders.

Sign in to your account

Don't have an account? Register here
Sign in

Invesco Select Trust plc – Global Equity Income Share Portfolio: Manager Insights

|

Learning: Unstructured

In this video update, Stephen Anness, Head of Global Equities, provides an update on the global equity market after the first quarter of the year and shares his views on the outlook for Global Equities.

Stephen answers the following questions:

  • There has been a lot to worry investors in Global Equities in 2022, inflation and Ukraine war especially, are you surprised how well markets are holding up?
  • Have you adjusted your process or approach in the light of events?
  • How did the investment trust perform over the first quarter of the year?
  • Have many changes been made in the portfolio over the first quarter?
  • How do you see the outlook for Global Equities for the rest of 2022 and into 2023?

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.

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

The Invesco Select Trust plc uses derivatives for efficient portfolio management which may result in increased volatility in the NAV. In addition, some companies are suspending, lowering or postponing their dividend payments, which may affect the income received by the product during this period and in the future.

The Invesco Select Trust plc – Global Equity Income Share Portfolio invests in emerging and developing markets, where difficulties in relation to market liquidity, dealing, settlement and custody problems could arise.

Important Information

This video is for Professional Clients in the UK and is not for consumer use.

All data as at 13 April 2022.

This is marketing material and not intended as a recommendation to buy or sell 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.

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

Issued by Invesco Fund Managers Limited, Perpetual Park, Perpetual Park Drive, Henley-on-Thames, Oxfordshire RG9 1HH, UK. Authorised and regulated by the Financial Conduct Authority.