Long term investing: why patience is a virtue

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  • 17 mins 24 secs

In a world where a single Twitter post can change the share price of a company, market volatility is understandably a cause for concern for short-term investors. In this video, UK Equities Fund Manager Ciaran Mallon discusses why he believes taking a long term approach is key to meeting his targets and the implications this has on the composition of his portfolios.

Watch now for an insight into:

  • Areas of the market that are looking attractive to long-term investors seeking income and capital growth
  • Why the Invesco Perpetual Income & Growth Fund has a relatively low turnover
  • The objective of the Invesco Income Growth Trust plc
  • Why Ciaran believes the presence of a board of directors on this investment trust has made him a better investor.

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 Perpetual Income & Growth Fund The fund may use derivatives (complex instruments) in an attempt to reduce the overall risk of its investments, reduce the costs of investing and/or generate additional capital or income, although this may not be achieved. The use of such complex instruments may result in greater fluctuations of the value of the fund. The Manager, however, will ensure that the use of derivatives within the fund does not materially alter the overall risk profile of the fund. Invesco Income Growth Trust plc When making an investment in an investment trust you are buying shares in a company that is listed on a stock exchange. The price of the shares will be determined by supply and demand. Consequently, the share price of an investment trust may be higher or lower than the underlying net asset value of the investments in its portfolio and there can be no certainty that there will be liquidity in the shares. The use of borrowings may increase the volatility of the NAV and may reduce returns when asset values fall.

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. Further details of the Invesco Income Growth trust plc Investment Policy and Risk and Investment Limits can be found in the Report of the Directors contained within the Company’s Annual Financial Report. Invesco Perpetual is a business name of Invesco Fund Managers Limited, Perpetual Park, Perpetual Park Drive, Henley-on-Thames, Oxfordshire, RG9 1HH, UK. Authorised and regulated by the Financial Conduct Authority.

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